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Milk Road Stocks
@MilkRoadStocks
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参加 June 2023
160 フォロー中    25.6K ファン
SpaceX $SPCX raised $75B in its IPO, more than the next three biggest US IPOs combined. The biggest US IPOs ever, by money raised: 1. SpaceX $SPCX: $75.0B (2026) 2. SK hynix $SKHY: $26.5B (2026) 3. Alibaba $BABA: $21.8B (2014) 4. Visa $V: $17.9B (2008) 5. Enel: $16.5B (1999) 6. Facebook $META: $16.0B (2012) 7. General Motors $GM: $15.8B (2010) 8. Deutsche Telekom: $13.0B (1996) Alibaba held the record for almost 12 years. SpaceX broke it in June with more than 3x as much, and a month later SK hynix passed Alibaba too.
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Brad Gerstner: Anthropic's IPO could draw over $500B of demand, compared to SpaceX's IPO which drew about $350B. The worry, according CNBC: Q3 revenue grew 45% to $16.8B, down from ~140% earlier this year. Gerstner: "None of the revenue would have happened this year without Claude Code. Claude Code became better than any software engineer at writing software." He says models already finished in the labs will "unlock other products like Claude Code." Can new models reaccelerate Anthropic, or is 45% the start of a cooldown? FT @altcap @AnthropicAI @HalftimeReport.
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