Markets, Meditations, and Mental Models

Brief: The Cost Floor Hit the IPO Window


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Anthropic moved toward a public listing this week, reportedly on track for roughly $47 billion in annualized revenue and a valuation that could exceed a trillion dollars, its IPO roadshow underway in the same week Moonshot AI's Kimi K3 reached frontier quality for an estimated $30 million in compute
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Markets, Meditations, and Mental ModelsBy Cosmic Trex