alt Hacker NewsWe are nearing the final stages of the AI hype cycle and this IPO will cause the acceleration of the crash.
"AGI" was never mentioned once and it was you being the exit liquidity for the insiders and early investors.
Replies
desterothx • today at 3:17 PM
Well the good part is they didn't get an investment grade credit rating, so at least 401ks won't start buying their debt automatically. For now...
staticman2 • today at 2:44 PM
Why do you expect it to crash before the OpenAI IPO?
empath75 • today at 1:40 PM
Anthropic's valuation has nothing to do with AGI and everything to do with claude code.
Why?
Companies like Google will not go bust and can easily afford future develoopment.
Amazon and Microsoft have to keep investing (they can also afford it) to not loos to Google.
What Anthropic and OpenAI are doing is for sure THE frontier (regarding benchmarks, speed etc.) but in paralllel DeepSeek for sure is not bankcrupting anything on their investment side and are also progressing.
Are you only talking about investment itself for a handful of companies? Because alone Nvidia has so many backorders, they can't deliver wht was ordered for the full 2027 and A LOT of peple also want other things from Nvidia or from the industry like Gaming Chips, normal GPUs, Gaming GPUs, Memory etc.
Opus 5.5 just came out and made progress, i'm not seeing any slowdonw on HN regarding new relevant progress in broad ML topics.
So what hype will disappear soon? The progress in the ML space?