| ▲ | pseudosavant 4 hours ago | |
It is increasingly look like OpenAI, Anthropic, and SpaceX (xAI) are going to burst their own AI bubble by going public. Their businesses aren't ready for that kind of quarter-by-quarter grinding scrutiny. It is going to be bad when their lockup periods end. | ||
| ▲ | ifwinterco 2 hours ago | parent | next [-] | |
Bubble has to burst at some point, so IPO now and at least get some exit liquidity. If you wait too long you’ll never be able to exit at all. I think that’s the thought process and why they’re in such a rush. In fact all three are in a sort of race, you probably don’t want to be the last one to IPO | ||
| ▲ | lelanthran an hour ago | parent | prev | next [-] | |
> It is increasingly look like OpenAI, Anthropic, and SpaceX (xAI) are going to burst their own AI bubble by going public. They don't really have a choice - there is a finite amount of money in the open market, and the first one to IPO is going to get the lion's share of that money. | ||
| ▲ | joxdosba 2 hours ago | parent | prev [-] | |
Like the TSLA bubble has burst? | ||