Anthropic is having a moment in the private markets; SpaceX could spoil the party
AI-summarised brief · reviewed before publication
Demand for Anthropic's shares has become insatiable, with buyers indicating $2 billion in cash ready to deploy, driven by the company's public standoff with the Department of Defense. This has amplified Anthropic's story, differentiating it from OpenAI, and making its stock the hardest to source. SpaceX may impact the market, but for now, Anthropic's popularity has rallied investors, with no sellers in sight, according to Rainmaker Securities president Glen Anderson.