Anthropic has chosen Nasdaq for its October IPO, in the week OpenAI ruled one out
THE SO WHAT
A $2T-ish Anthropic float on Nasdaq would formalize AI labs as mega-cap, market-driven infrastructure plays rather than just R&D shops. If you sell into or build on top of these labs, assume more disclosure, more quarterly pressure, and less appetite for open-ended, non-revenue experiments.
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