Comment by lelanthran
10 days ago
> They just want to see Anthropic crash first and then be the last survivor.
I don't think so. There's only two real options here:
1. There's no bubble to pop
2. There's a bubble to pop
In the first case, the first AI company to IPO gets a ton of money from the market who wants to get in on this, and the second to IPO finds that there's not enough capital left in the public markets and has to sell for less than they'd wanted to.
In the second case, the fir5st to IPO gets money from their shares, which drop in value (bubble popping), adn the second to IPO gets absolutely nothing (bubble popped).
In both cases, the first to IPO gets the rewards, the second gets either less or nothing.
The first ai IPO is spaceX.
Its already not anthropic or openAI.
But there might still be some water in the well for the second one, there definitely won't be for the third one.