Re:Anthropic IPO Buyers See Valuation as Low as $1.1T
by jasomill on Sunday November 08, 2026 @07:29AM
(#50412693)
If this is a consensus viewpoint, it'll likely be priced into the IPO.
I'm cautiously bullish on AI in general, and I wouldn't touch an AI stock with a 100m pole, because there are way too many uncautiously bullish investors in the market.
We have, for example, no idea what the long-term implications of AI effectively training on its own output is. Recursive self-improvement is not a law of nature. If anything, the opposite: the overwhelming majority of species are extinct. Evolution is as much a story of dead ends as survival of the fittest. So betting on any one narrow path of AI development to survive seems highly suspect.
I'm cautiously bullish on AI in general, and I wouldn't touch an AI stock with a 100m pole, because there are way too many uncautiously bullish investors in the market.
We have, for example, no idea what the long-term implications of AI effectively training on its own output is. Recursive self-improvement is not a law of nature. If anything, the opposite: the overwhelming majority of species are extinct. Evolution is as much a story of dead ends as survival of the fittest. So betting on any one narrow path of AI development to survive seems highly suspect.