The thing is that the IPOs necessitate a full release of their actual costs for inference and training. This by itself should be enough to pop the bubble, if the occasional bits of it we get are anything to go by.

There is a reason anthropic is still hiding those details:

> key details typically included in that form about a company’s operations — like potential risks to its business, executive compensation, and other financials — won’t become public until later on in the process

Source: https://www.theverge.com/ai-artificial-intelligence/941016/a...

We'll see, maybe they trigger some new rule change to be allowed to keep it hidden. Wouldn't be surprised about that at all.