IPO
IPO discussion was dominated by Anthropic, which was reported to be targeting a mid-November listing at roughly $1.8 trillion-$2 trillion, although the timeline could shift. 3031 Commentators focused on its losses, heavy infrastructure commitments, financing arrangements and the risk that the offering could weigh on broader AI equities. 212728 Elsewhere, sources described a mixed pipeline: some prospective deals and major listings are advancing, while Firmus’s offering struggled amid investor concern and possible deal failure. 415
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
39 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 19 mentions
- Dan Nathan 4 mentions
- Max Wiethe 3 mentions
- Jack Farley 3 mentions
- Geiger Capital 2 mentions
- Walter Bloomberg 2 mentions
- Ben Inker 2 mentions
- Peter Boockvar 1 mention
See what your own voices say about IPO, every morning.
Start a desk