Haseeb Qureshi ＞|＜@hosseeb · 19h
Despite all this performative hand-wringing, @Polymarket still gives Anthropic 73% chance to IPO by EOY. Pre-IPO derivatives markets have price expectations for $ANT down 15% from the high... that is, from $1.9T to $1.65T. Nowhere near $1T. $1T is hilariously low. Seems to me Jeff Park @dgt10011 Nov 5 hearing some chatter that anthropic is now lowering down to $1tn to get this IPO done. let me explain why this doesnt matter and its actually all over- the entire existence of this company is based on a funding model that inherently has extreme asset liability mismatch. what