Bloomberg讨论Anthropic IPO零售需求与OpenAI影响

Max chef can show up. But even more importantly, his digital song showed up here on anthropic. We got Nvidia. Now we've got all the rest of it. Yes, and on a dime. I've got to turn Monday to a pricing on Wednesday pricing, excuse me on pricing on Wednesday and trading on Thursday eight times oversubscribed six times whatever. What's your reporting? Well I my reporting showed that there's strong demand from retail side.

Of course a lot of them have participated in space before and they are strategizing to to see how they can maximize their allocation. It's just greed. Come on, stop it. It's freaking greed. Max is with us. Max, I look at this and I remember with space X there was this rolling. The shares become available of people selling. Are we going to have the same thing here? Uh, yeah, I believe so. I actually haven't looked closely at the schedule, but I believe.

Welcome to Bloomberg Money. Um, you know, I think the retail, it's very much the eye trade has been a retail phenomenon, a meme stock phenomenon. When you look at some of the companies that have really benefited, uh, most notably Elon Musk and SpaceX, as well as Tesla, also Palantir, uh, I think we're going to see anthropic. If they're smart, they will try to take advantage of the exact same dynamic, which is that there are a lot of people who are really excited to essentially gamble on this and to and to put a little money behind the idea of, of, you know, I see not that the two of you know, what a red herring is, but we used to have a document here that you did launch, and it was 28 pages, and now they're 200 pages with all the risk factors.

Is anybody looking at the financials that you read this? As you know, Tom, I mean, you read the S-1 and it is a very strange and staggering document. Um, you know, anthropic is sort of performative. Lee a weird and different company. The the ownership structure is different. I think the bet is that, you know, investors are going to say, hey, I'm, I'm along for the ride. I mean, James Diamond with what I can only call him, what's his name?

Dario. Dario, because it's Saturday Night Live. Yes. That was funny. Did you see that? It was brilliant. I mean, they're doing Dario and SNL. Compute is deepest business dilemma. We're very paranoid about AI risks. Doesn't want agents to run wild. That's not a normal initial public offering, is it? No, it's not, but it's not deterring those really committed believers of eye. It's interesting because the retail investors who are interested in anthropic are kind of different from space, because space X, you've got the Elon factor, you've got the Tesla, the space enthusiasts.

Whereas for anthropic it's those tech workers, the the I nerds kind of sort of. So they read the anthropic reports, the they read uh, they monitor industry benchmarks for model program to help me here. I feel so old in this conversation. Max agreed. They're going to come out. It's going to pop X number of point. Does everybody sell? I mean, you know, the trends on initial public offerings in the period immediately after an IPO are not great.

And we saw it. We saw it happen with space X. Uh, I don't feel qualified to, to predict, you know, the exact market dynamics. I do think the AI market right now is in a very tenuous place. I have for weeks been wondering, are they really going to are they really going to do this? I think it was, uh, it inspired a little bit of confidence in the market that they, that there they appear to be moving forward with this IPO despite the Nvidia issues, despite the fact that many AI stocks are way down over the past couple of months.

So so it's uncertain. And I think people who get into this should realize they got a minute to the two of you jump in here together. If anthropic is successful at this, who does it benefit most in the AI Dhabi? Which is the next company that would learn from this? I think it'll set a tone for OpenAI, and that's what a lot of investors are watching for, too. Um, they're kind of hoping that anthropic proves that this is AI trade is still going strong.

I agree with this. There's a huge follow on model to this. 100% agree. I think conventional wisdom says anthropic and OpenAI are rivals. But if this IPO does not go well, I think that bodes very, very poorly for OpenAI, because even though the two companies have their differences, they're kind of selling the same thing. And if there isn't a market for the one, it's hard to imagine there's going to be a market for the other.

No. Are you keeping from us? Do you know who's going to take over the Nvidia? Do you and Stacy? No. But as you said, I've got this. You're willing to take over. Uh, I mean, the whole the whole thing with this, with this transition is that no one knows. It didn't seem like Jensen knew or the board or anyone.