Sbayer·3h agoAnthropic S-1, A “Wahlburgers” Comparison & Valuation EstimateAI helps me make sense of complicated concepts by constructing analogies to explore. I frequently read a tech article that is way over my…
Chris Meredith·4h agoA Humanoid Robot Company Is Going Public This Week. Its Most Important Number Is Not Revenue.By Chris Meredith
Louis Lehot·6h agoGoverning the Agents We Build and Defending Against the Ones We Don’t: A GC Lunch Series DiscussionSix months ago, our GC lunch series asked how companies should prepare for the agentic era. This installment made clear that the era has…
InPIPO VCbyRoman Wiligut·6h agoWhy PIPO is the Best Pre-IPO Investing Platform for Small and Mid-Cap Companies?In August 2024, Cursor, the AI code editor built by Anysphere, raised a Series A at a $400 million valuation. By April 2026, it was…
Joseph Orefice·9h agoAnthropic’s IPO Has a Problem No Amount of AI Can SolveAnthropic has nearly $900 billion in compute commitments, while the price of AI keeps falling.A response icon1A response icon1
Tyler Tik Man Cheng·19h agoAmerica hasn’t shut the door on Chinese companies. You’re reading the rule wrong.If you spend time with founders in Hong Kong or Shenzhen this year, you will hear the same sentence again and again: “America has closed…
Mücahit Kaya·1d agoAnthropic S-1/A: AI May “Imminently” Hit Its R&D ThresholdAnthropic has told prospective shareholders that it may soon meet its own definition of AI that dramatically speeds up AI research. The…
Ken Lin·1d agoAnthropic’s IPO filing is public. Here is what it tells the businesses that buy Claude.The S-1 shows $16.3 billion in half-year revenue and an $80.7 billion loss. Behind the headline numbers are details that matter more to…
Siddhant Nitin Patil·2d agoAnthropic’s S-1 Is a Compute Bill With a Software Company Attached$16.3B in six months and about 900% net retention. Then you try to add up what Anthropic owes for compute.
Aayush Gupta·2d agoScaffolding Holds the Shape, Engineering Holds the Weight: Three Lines for a High-Growth BusinessA founder once summarised an entire pre-IPO controls team in four lines and a waveform. Every company I have seen since has drawn the three…
