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Anthropic S1 is officially public 💰 Two of the most visible builders behind Claude Code (@trq212 and @amorriscode) left the company last week, which many believed signaled the IPO was upon us. Based on some AI research of 6 recent tech IPOs, assuming nothing happens like the Cerebras withdrawal and refile, we’re looking at somewhere between November 17 2026 and February 28 2027 for the IPO. Anthropic valuation has 15x’d since last summer. The vesting schedule is 4 years with a one-year cliff. So if you were granted $4M in RSUs only 18 months ago and left, you already have over $20M in RSUs. And that’s at today’s price and doesn’t factor in an IPO bump or dip. If you’re thinking of buying a home in SF and can afford one, you may want to snag one in the next month before thousands of new millionaires are minted (although some sellers were already accepting Anthropic and OpenAI RSUs as a form of payment).

Anthropic S1, first page: "The phenomenon is somewhat analogous to Moore's law" Gross plagiarism of NewStreet's "The token is the new transistor" coined 2 years ago! For good research on Anthropic and AI, prefer those who have been following semis in the last decades. 😁

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Introducing S1, our new foundation model that learns from one example. It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning. Watch S1 operate in real-time via in-context learning: