Deedy(@deedydas):OpenAI trades at $1.02T and Anthropic at $530B, both at a 40% premium to their last round on Ventuals perps. It’s a speculative market with fairly high volume that doesn’t actually own the asset. Cool concept (with many issues) but a way to get exposure to private assets.

Deedy

@deedydas

Partner at @MenloVentures. Investor: Anthropic, OpenRouter, Modal, Wispr, Pangram, Inception, Goodfire, PrimeIntellect prior: Glean, Google Search. Cornell CS.

加入 August 2011

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Deedy@deedydas

2026.03.02 17:49

OpenAI trades at $1.02T and Anthropic at $530B, both at a 40% premium to their last round on Ventuals perps. It’s a speculative market with fairly high volume that doesn’t actually own the asset. Cool concept (with many issues) but a way to get exposure to private assets.