Investors Beg to Get Into OpenAI/Anthropic at Premium via Gray Market, Ignoring Valuation Concerns
TheIshanGoswami · x · 2026-10-15
Responding to a post about people calling OpenAI/Anthropic valuations too high (and Exa by extension), the author notes that people in San Francisco are literally begging to get in at premium prices through gray market shenanigans — demand for hot AI shares far exceeds what headline valuations suggest.
More from Venture
- Capital Is Now the AI Buildout Bottleneck, Says Analyst Citing Jensen Huang — JOBhakdi · 2026-10-23
- Lightspeed podcast opens its memo: AI health coach SuperLiving hit 24k paid users in 4 months — itsOmSarraf_ · 2026-10-23
- AI Search is a branding channel, argue SEO veterans on how to measure it — VeryWellVersed · 2026-10-23
- Ads, not agents: Meta's clearest AI ROI is pointing compute at FB/IG monetization — matt_slotnick · 2026-10-23
- Angel investor: I get 5-7 incredible founder pitches in DMs every week, mostly hardware and model layer — signulll · 2026-10-23
- Four SEO studies agree AI search sends no traffic — but is attribution the wrong yardstick? — VeryWellVersed · 2026-10-23