Real Vision(@RealVision):Andreas Steno Larsen: the Anthropic IPO is four or five weeks out, and he's tempted to say it disappoints. His read is that Anthropic has clearly lost momentum since the end of June, and it's capacity constrained. Of the big three fighting for the podium in AI, that leaves it carrying the least momentum right now. Guess who isn't capacity constrained. SpaceX and OpenAI. He's never been more tempted by SpaceX than right now. Andreas Steno Larsen on Real Vision's Member Portfolio Review, September 4.

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2026.09.09 20:03

Andreas Steno Larsen: the Anthropic IPO is four or five weeks out, and he's tempted to say it disappoints. His read is that Anthropic has clearly lost momentum since the end of June, and it's capacity constrained. Of the big three fighting for the podium in AI, that leaves it carrying the least momentum right now. Guess who isn't capacity constrained. SpaceX and OpenAI. He's never been more tempted by SpaceX than right now. Andreas Steno Larsen on Real Vision's Member Portfolio Review, September 4.