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JumpCrisscrossyesterday at 10:18 PM1 replyview on HN

> if your company isn't just blowing smoke then you have nothing to worry about

Not really. Plenty of solid companies have to wring their hands around IPO timing based on market conditions. Sometimes, this is due to valuation multiples. Sometimes it's due to fads, e.g. investors preferring capital-structure efficiency versus low leverage.


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dminikyesterday at 10:43 PM

I mean, my comment wasn't necessarily meant to be some insightful analysis. But I do find it weird that OpenAI has seemingly gone from racing Anthropic to "maybe in 6 months" in the span of a week.

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