Comment by howunfortunate

14 hours ago

I don't gamble, but if you really believe this, there's apparently some serious money to be made.

https://polymarket.com/event/anthropics-valuation-end-of-oct...

These have not really budged (yet) on this news.

Aren't they betting on the valuations like a week from now?

It's possible to be correct that the AI companies have no future, but not be able to time the exact month they collapse.

  • Present valuations are an aggregate of what investors (and speculators, in the case of the secondary prediction market) believe about their future.

    If by 'collapse' you really mean a 50%+ fall, timing is not going to make or break you by any means.

there's hardly any volume there, so I wouldn't take it seriously. The last transaction was 4 days ago