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Headboy
Anthropic @AnthropicAI's IPO seems a bit difficult. After the prospectus was released, on Polymarket the odds for "2026 Biggest IPO" for A÷ dropped from 62% to 27%, while SpaceX remains steady at 71%.
Revenue for the first 9 months was $33.24 billion, with a net book loss of $104 billion, mostly due to non-cash adjustments from convertible bonds.
Translation: The speed of making money can't keep up with the speed of burning computing power.
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Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
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3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
