Anthropic's IPO hinges on Carbon's performance and DeepSeek's speed, says investor
bindureddy · x · 2026-11-02
Bindu Reddy argues Anthropic's IPO depends on two variables:
- The performance of its new model Carbon — whether it truly delivers Opus 5.5-level capability
- DeepSeek's iteration speed — if its next model becomes 3x faster
He predicts traffic would shift to these models, squeezing Anthropic's margins and forcing 50% price cuts. Personal speculation, not official information.
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