Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5T Valuation
Major investors doubt Anthropic can reach a $1.5 trillion valuation in an IPO. Their skepticism raises questions about the AI company’s potential public-market value. (wsj.com)
Conductor announced that it is joining Meta and will wind down its product in stages. Conductor Cloud becomes read-only on November 13, 2026, and shuts down on November 20. The local Mac app will continue receiving new models and critical bug fixes until early 2027. Users can move an individual cloud workspace and its chats to their Mac by right-clicking the workspace and choosing “Transfer to local.” To download all account data, they can use Settings → Account → Export data. The announcement thanks users and directs anyone needing help to contact the team by email.
The 0.93.0 update also adds support for custom completion sounds, lets users choose and name sound files in settings, and gives archived cloud workspaces a panel showing their pull requests, last known changes, and file tree. GPT-6.1 Terra has been added to the Codex model picker. Fixes address Claude usage-limit displays, misleading recent activity times on inactive closed chats, and agent-to-agent messages that lacked a clear recipient and content label. Other changes improve workspace renaming, keep pull request numbers visible beside long titles, and make expanded Mermaid diagrams fill the window rather than appear in a narrow popup.
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Major investors doubt Anthropic can reach a $1.5 trillion valuation in an IPO. Their skepticism raises questions about the AI company’s potential public-market value. (wsj.com)
Major investors doubt Anthropic can reach a $1.5 trillion valuation in an IPO. The skepticism centers on whether the AI company can justify that price to public-market investors. (wsj.com)
The New York Times Company is in exclusive talks to acquire Letterboxd for about $330 million, though no deal is finalized. The film community has 30 million users, and the Times plans to keep it operating independently while combining its advertising systems. (nytimes.com)
Michael Burry says Anthropic’s IPO valuation and nearly $895 billion in infrastructure commitments depend on sustained optimism about AI demand. Despite revenue reaching $17 billion in the third quarter, he says he has no plans to buy the company’s stock. (businessinsider.com)
Hedge funds have sharply sold AI-related debt, including loans tied to data centers, as doubts grow about the projects’ outlook. AI companies continue to borrow heavily for expansion, while financing costs for investment-grade tech firms have risen to their widest premium over the broader US market since 2003. (bloomberg.com)
A side project transformed 100 old science-fiction books into a database of 6,222 startup ideas. It uses speculative concepts from fiction as a source of business inspiration. (reddit.com)
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