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The Assembly
@InTheAssembly
Macro analysis, market structure, and the trades nobody else is showing you. Join 3700+ members here:
Joined September 2012
20 Following    565.7K Followers
BREAKING: Anthropic was expected to go public at around $1.5 trillion. After this week's AI selloff, three major investors told the WSJ that number is unlikely. One said it could be closer to $1 trillion. Reuters says the IPO could be delayed. That's roughly $500 billion of valuation gone in a week, from a company that isn't even public yet.
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