Brad Gerstner
@altcap
Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
加入 January 2009
1.3K 正在关注 228.5K 粉丝
Disagree. Anthropic will IPO. The market knows how to price risk - see SpaceX. There is huge appetite to invest in the AI leaders. And its beneficial / critical that we bring even more transparency, scrutiny, accountability, & participation to these grt American companies! 🇺🇸📈
显示更多
This was the natural progression of this narrative
The more OAI and Anthropic argue that commercial pressure can push AI companies to move too fast, the harder it is for either to go public.
Public markets just add more of that pressure: growth expectations, quarterly reporting, a stock price moving every second
imagine telling investors: actually we need to slow growth
Whether you think it’s the responsible thing to do or not, it’s also a very tough public company model.
显示更多
