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OpenAI & Anthropic File Within 8 Days: The IPO Gauntlet Begins
Audio is available on Spreaker — see link below.
OpenAI and Anthropic filed IPO paperwork within eight days of each other, setting up the most consequential public market test in AI history. Today's briefing breaks down the structural tensions, bubble warnings from Dalio and Dimon, and the hard-tech VC rounds cutting through the noise.
Audio is available on Spreaker — see link below.
OpenAI filed confidentially with the SEC on June eighth. That single move accelerated what was already the most consequential IPO race in a generation.
Here's what matters about the timing. OpenAI was founded as a nonprofit oriented around AGI safety.
The macro backdrop adds another layer of pressure. Ray Dalio has flagged bubble indicators approaching levels last seen in two thousand and nineteen twenty-nine.
Away from the IPO headline, venture capital kept moving. In a forty-eight hour window around the OpenAI filing, three deals closed that tell a cleaner story about where conviction is actually flowing.
The near-term watchpoints are clear. Watch for the public versions of both IPO filings.
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