SpaceX has a market lock on space, is well along creating a completely revolutionary new rocket, provides compute, and more. So the IPO was more nuanced than a proxy on LLM stuff.
Anthropic is nothing but LLM, so I expect much bigger fireworks here. I don't know what that means, yet - but I just refuse to believe that there's many people that are genuinely long on Anthropic. It's just such an illogical bet. If their IPO can still be cancelled, that would be my bet. If it can't then popcorn awaits.
Anthropic is nothing but LLM, so I expect much bigger fireworks here. I don't know what that means, yet - but I just refuse to believe that there's many people that are genuinely long on Anthropic. It's just such an illogical bet. If their IPO can still be cancelled, that would be my bet. If it can't then popcorn awaits.