Anthropic’s Q3 revenue hit $17 billion, up 1,100% year over year. Dropping that figure ahead of its IPO has Wall Street stunned. It’s also looking to sell another $3.5 billion stake in Japan, and the tech world is watching what could be the biggest IPO in history.
By comparison, OpenAI is in an awkward spot: its fundraising target has been cut from $30 billion to $20 billion, and its valuation from $1.4 trillion to $1.25 trillion. Same race, but one is printing money while the other is cutting its price to raise cash. The market is starting to sort out “who’s actually making money” from “who’s just telling a story.”
Oracle takes the cake: it burned through its four-year hard cap on bond issuance in a single morning. It’s issuing $20 billion in bonds and selling more shares, while its stock keeps sliding. The bond market knows best where the money for AI is coming from.
Oil prices are seeing a full-blown drama: Iran’s supreme leader has reportedly given the government the green light to negotiate. Brent crude plunged more than 6%, falling below $107, while gold and silver surged. Trump says he wants a peaceful resolution, but we’ll see what happens after tomorrow’s midterm elections.
My take: Anthropic has proved that AI can generate real cash flow, but crypto liquidity hasn’t recovered yet. $BTC is languishing around 77,800, and outflows have approached $5 billion since Binance withdrawals resumed. No rush to add positions before the election results are in and Friday’s jobs report comes out.
NFA DYOR
#AI #比特币 #Anthropic #原油 #USStocks
By comparison, OpenAI is in an awkward spot: its fundraising target has been cut from $30 billion to $20 billion, and its valuation from $1.4 trillion to $1.25 trillion. Same race, but one is printing money while the other is cutting its price to raise cash. The market is starting to sort out “who’s actually making money” from “who’s just telling a story.”
Oracle takes the cake: it burned through its four-year hard cap on bond issuance in a single morning. It’s issuing $20 billion in bonds and selling more shares, while its stock keeps sliding. The bond market knows best where the money for AI is coming from.
Oil prices are seeing a full-blown drama: Iran’s supreme leader has reportedly given the government the green light to negotiate. Brent crude plunged more than 6%, falling below $107, while gold and silver surged. Trump says he wants a peaceful resolution, but we’ll see what happens after tomorrow’s midterm elections.
My take: Anthropic has proved that AI can generate real cash flow, but crypto liquidity hasn’t recovered yet. $BTC is languishing around 77,800, and outflows have approached $5 billion since Binance withdrawals resumed. No rush to add positions before the election results are in and Friday’s jobs report comes out.
NFA DYOR
#AI #比特币 #Anthropic #原油 #USStocks