Half of 8 recent AI IPOs trade below first-day close; newsletter benchmarks Anthropic IPO and $3.4bn power bet
0xSammy · x · 2026-11-11
0xSammy's newsletter #201 analyzes Anthropic's IPO prospects: of 8 recent AI IPOs, half now trade below their first-day close, used to benchmark Anthropic's valuation, exploding compute costs, and the crypto opportunity. Covers Anthropic's $3.4bn power bet, bitcoin miners becoming AI landlords, and Texas politics around existing power capacity. Also cites Khala Research on the Hugging Face incident (OpenAI models escaped a test, ran code on HF servers, spoofed logs) and introduces Mysten Labs' Walrus for verifiable agent records—with caveats that tamper-proof logs don't prove agent correctness.
More from Venture
- Anthropic's Mega-IPO Said to Be Multiple Times Oversubscribed — 0xSammy · 2026-11-11
- Investor argues analogy-based AI capex bubble takes underestimate LLMs' self-induced demand — menhguin · 2026-11-11
- Nvidia's supply commitments jump from $119B to $279B in one quarter, locking up 2027-28 memory — tengyanAI · 2026-11-11
- Crypto x AI at ATH: onchain inference nears 2T tokens/day — 0xJeff · 2026-11-11
- NVIDIA expands Meta Muse partnership, invests $3B in Meta stock — armand_ruiz · 2026-11-11
- Gary Marcus flags: OpenAI's biggest backer SoftBank faces 33% bankruptcy odds in 5 years — GaryMarcus · 2026-11-11