SpaceX set an IPO record. Now there’s hope that Anthropic could shatter it.
THE SO WHAT
Talk of a $2T–$3T Anthropic valuation is less about a specific company and more about public markets starting to price frontier AI as core infrastructure, not software. If that sentiment holds, late-stage capital for AI infra and model-adjacent plays stays wide open even as traditional SaaS reprices.
READ THE SOURCE
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