Just got done with the Anthropic S1 and oh boy do I have thoughts.Firstly, it is the strongest evidence yet that what we are seeing is not necessarily a bubble and that there are at least some companies that will weather a downturn in the AI world.Secondly, these IPOs are going to take our already screwed-up society and will increase inequality and inequity in ways we are not yet capable of understanding.Finally, special share classes are a plague that we need to abolish because the fact that 7 people will retain control of Anthropic regardless of how much stock is sold is insane.(And no, the risk section is not that interesting and is almost pseudo marketing)https://starpunk.thesatelliteoflove.com/note/20261101182210#ai #anthropic
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