Don't worry, the Fed can create infinite money!

Anthropic is also a suitable choice.

These companies are burning enough cash that they will need to be public.

We’re about to have 3 of the worlds’s largest corporations be massively in the red.

Current administration might rig the rules to take the credit of AI boom.

Even third world doesn't have this much shameless and corrupt regime as much as this one is.

I believe, but could be wrong, is that the big change is the time frame for index and managed funds buy in. It used to be a year, but it's much shorter now, like 2 weeks. Which means as long as they can maintain a high market cap relative to their exchange for that time period they will be stabilized by institutional funds and basically crowd sourcing any losses to the public and massively cashing out the internal pre-ipo investors.

At least that's my understanding of the current market dynamics regarding IPOS, if I'm wrong that would be great, and if someone else would explain it even better.

Can't they just tell GPT-5.5 to fix their books, make no mistakes? Are the accountants also not replaceable by AI when doctors, lawyers and engineers are?

I'm guessing they had a significant revenue spike from gpt 5.4 and gpt 5.5 being so good at coding, and hiccups at anthropic making it easier for programmers to try the models.

The CFO doesn't even report to Sam Altman directly. I would not assume that the decision is up to her in any meaningful way. I predicted a while ago and still stand by an 80% chance that their S1 is disastrous on the scale of WeWork; so, so much of what people think they know about OpenAI's finances is based on snippets and rumors rather than firm audited statements.

> How does a company even consider this while the CFO is privately saying the books / revenue accounting are not ready for public scrutiny?

Perhaps they will just tell a lot of lies.

In the past people would generally avoid this when it came to stock market filings for fear of legal consequences, but the OpenAI C-Suite is already at least +$26 million to Trump and has plenty more to send his way if that doesn't cover it.

Crime is legal in 2026 (if you can afford the kickback fees).

What will managed funds do?

Are we now suggesting people get out of index funds?

Worse, will this and spacex ipo destroy the index funds?

Upside of robo advisors?

ETFs are a trap. Put most of your money in single stocks. It is ok to diversify, you don't need an ETF for this.

All that is a side show. What would you have done with the cash if you were right? Thats always the real story.

My Aunt runs an accounting firm and is constantly moaning about the number of people who have over accumulated cash from IPOs and have no clue what to do with it all.

Anthropic actually turned an operating profit recently due to huge revenue growth.

It should still take a year until it's added to the indices, no? At least that's how I understood the SpaceX case: Elon wanted to rush it and get it done in 6 months.

So there's still hope that the bubble pops before the funds are poisoned.

You can sit this one out. There are many other opportunities to make money in the market. Ai build out is currently in play, and many names are rising accordinglym

>Anthropic has the obviously the better product

According to what metrics does Anthropic have the better product?