If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.

SpaceX submitted an amendment to their S-1 today[1]

[1]: https://www.sec.gov/Archives/edgar/data/1181412/000162828026...

There is a mad rush to get these IPOs out the door before the market sneezes.

This is the first time I've seen a Public, Confidential S-1 filing.

After years of companies refusing to go public (looking at you Stripe), it's almost refreshing to see a hyped tech go actually IPO.

Where will it be listed? I am considering selling all my index ETFs in those markets until the this blows over.

why did they raise 3 days ago? What's the benefit of doing this instead of going public right away? If it's just cash to pay for GPUs, can't they issue bonds or something?

Can someone help me understand how its "confidential" if they blog about it? Perhaps they simply mean the details of the S-1 are confidential for now?

I'm curious to know if they generated this with Claude and what the prompt looked like.

Expect the token price to correlate with the stock price.

With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?

Got to dump this on everyone's SP 500 index fund before people figure out that there is a 95% drop in token usage when they are metered.

What does it mean to submit confidentially – what's the process there? I assume it be made public when approved by the SEC?

Of course that fundraise was the last one: [0], everyone getting ready to dump their pre-IPO shares on to you as China catches up with their open models.

Better to do it now than to wait a day longer and the tokens are not getting any cheaper here.

Obviously OpenAI will file for IPO certainly this month, or even this week in response both SpaceX, and Anthropic.

Then AGI will then have been achieved externally.

[0] https://news.ycombinator.com/item?id=48313390

[dead]

Time to short the market. We are at peak bubble.

"The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...

Every post anthropic generates feels like misdirection and bad summarization using AI. There is no sense of who the audience for this post is for and includes a lot of redundant information.