Anthropic hype: a repeat of the Nasdaq Composite collapse
The sheer scale of the numbers being thrown around regarding Anthropic is not an indicator of durable economic strength; it is a measure of collective delusion.
By Klaus Berger ·
valuation — Lorien Times
Anthropic CFO Krishna Rao is leading early IPO meetings with investors and has not discussed valuation, sources say
The entire conversation surrounding Anthropic’s potential IPO—the one that CFO Krishna Rao is steering toward—is running on the same kind of speculative vapor that once inflated…
By Imani Sutton ·
Sources: Josh Kushner, Bob Iger to buy Lakers for $12.5B
The spectacle, naturally, is breathtaking.
By Elena Rossi ·
The Hottest App in Retail Is Now Worth $20 Billion
The numbers are staggering, bordering on absurd.
By Maya Ellison ·
Silicon Valley’s Valuation Bubble Popping: Cash Flow Trumps Hype
Tech giants are facing a financial reckoning, forcing a return to operational cash flow and fundamental growth metrics.
By Ray Dombrowski ·
Analyst sends strong signal on SpaceX stock before earnings
The persistent intoxication surrounding SpaceX’s valuation is a masterclass in market self-congratulation.
By Tom Beckwith ·