Investor Questions Unsold Anthropic Stake Sale
Second-hand report claims SALP marketed Anthropic stake that found no buyers.
Chamath Palihapitiya posted that he heard second-hand, with caveats, that SALP marketed its Anthropic position but it went unsold. He asked whether the report is accurate, why no reporting followed on why buyers declined the private portion, and what valuation smart public money might imply. A separate post noted that once AI labs reach public markets their volatility could prove extreme for executives and employees, suggesting possible delays to IPO timing as one view.
I am heard second hand (so ymmv) that SALP’s Anthropic position was marketed but went unsold. Is this true? Why is no one is reporting why nobody bought the private Anthropic portion SALP tried to sell? What does smart, public money think of valuation? Is the below comment…
i suspect 1/3 of the current Anthropic revenue is distillation/China, which will eventually go away and margins compressed, which moderates the $1T case. agree re: higher prices for premium compute, rising inference share, and more rents accruing to the physical layer.…
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Chamath Palihapitiya@chamathI heard second hand (so ymmv) that SALP’s Anthropic position was marketed but went unsold. Is this true? Why, if accurate, is no one reporting why nobody bought the private Anthropic portion SALP tried to sell? What does smart, public money think of valuation? Is the below…
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SI signüll@signulllone thing that is interesting to me is that once the ai labs are public, the market volatility might actually be insane. & possibly insane to deal with if you're a lab exec or employee (an argument to be made for maybe even delaying ipo to some extent). e.g. every new model…
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