Gary Marcus: Anthropic IPO expectations have collapsed — why would anyone buy
GaryMarcus · x · 2026-11-10
Gary Marcus amplifies hedge fund manager Bob Elliott's Substack piece arguing that Anthropic's IPO expectations have collapsed as growth and profitability measures keep disappointing, risking a broader re-rating of the AI mania underpinning the economy. Marcus says buying Anthropic at the IPO is beyond him.
Related event: AI Valuations Slide as Anthropic IPO Expectations Collapse(3 posts)→
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