Wasn’t Elon Musk shouting a few days ago that neoclouds are going to crash, the money dried up and that SpaceX was the last company with the opportunity to raise more money?
I think you’re giving Musk too much credit.
Neoclouds aren't Anthropic, OpenAI, and SpaceX. People aren't going to re-value value SpaceX on CoreWeave's success.
SpaceX will be re-valued on Anthropic's, or OpenAI's success, he, and his people are smart enough to understand this.
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True, but there are other people working at the companies that probably own stock in both their own company and some of the others...if you believe that this is the future, you'd be a fool to buy non-AI tech stocks, right?
Somebody doesn’t want anybody to have a bigger IPO than them.