CoreWeave down 21% for the week, Anthropic's projected IPO valuation cut 25%
GaryMarcus · x · 2026-10-17
Gary Marcus points out that CoreWeave shares fell 21% for the week, while Anthropic's projected IPO valuation has come down 25%.
In the quoted interview, investor Brad Gerstner said the vibe among Anthropic's largest investors was "9 or 10 out of 10" bullish, and the IPO process made him more positive, not less — though those investors are looking at a one-to-three-year horizon rather than the next 30 days.
Related event: CoreWeave Falls 21% as Anthropic's Expected IPO Valuation Slips to $1.5T(2 posts)→
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