Investor argues Palantir-Nvidia partnership should slash Anthropic's IPO valuation
pdamodaran · x · 2026-09-11
Investor @pdamodaran argues that the Palantir-Nvidia partnership and use cases shown at AIPCon put Nvidia head-to-head with all frontier labs and Google. His read: this is really bad for Anthropic and its IPO, since Google and OpenAI already own distribution—Anthropic's IPO valuation "should be cut magnitudes."
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