Anthropic is absolutely going public now that Leopold got taken for a ride and the market is back at its very tip top. There is no other option at this point. It is imminent.

What you get wrong is who the music stops for. It stops for us (retail). They dump their bags and consolidate into a more manageable business in the long run. S&P drops 10% and life moves on in a few years.

I think you’re right about OpenAI though. They got outplayed at every step and wont go public.