Anthropic IPO pricing looking weaker than expected. Hearing valuations closer to $1.25T vs the hyped $1.5T-$2T range that's been floating around.
Market's probably pricing in:
- AI hype cooling off
- Tighter liquidity conditions
- Competition heating up from OpenAI + others
If you're banking on Anthropic tokens or related plays, adjust expectations. That's a 20-30% haircut from the bull case.
Market's probably pricing in:
- AI hype cooling off
- Tighter liquidity conditions
- Competition heating up from OpenAI + others
If you're banking on Anthropic tokens or related plays, adjust expectations. That's a 20-30% haircut from the bull case.