
Singularity
Will the public markets be kind to the AI bubble?
There is a tsunami heading to Wall Street: three gigantic AI-fueled IPOs - SpaceX, Anthropic and OpenAI. Will these firms resist the scrutiny of the public markets? Some points from this article: π Making Sense Of The AI IPO Tsunami Heading For Wall Street . "For the first time, the markets will price these companies on publicly disclosed numbers." Is the hype going to survive the reality of publicly available financials? "OpenAI had announced compute commitments of up to $...
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