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asjgGa6 | on: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
There was a huge demand for the World Online IPO in The Netherlands in the late 2000 bubble. Retail investors bought it thinking they got a unicorn.

Turns out it was a scam and shares fell on the first day. Soon after the entire bubble burst.

That said, I don't even see "huge demand" for the AI triocorns right now. Unlike in 2000, most people are skeptical.

aurareturn | parent

  World Online IPO
€64 million revenue on €91 million losses.

Meanwhile, Anthropic is adding ~$10-$15b ARR every month.

  That said, I don't even see "huge demand" for the AI triocorns right now. Unlike in 2000, most people are skeptical.
I personally think there is massive demand. I think Anthropic will easily eclipse $2 trillion marketcap on first day of trading.
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