He says a lot of things, but one specific thing I remember from weeks ago is that he said Anthropic growth slowed on Q3, and that's why they decided to push for the IPO (and use only Q2 numbers).
It reminds me of the Apple TV rumors. For ~4 years the new AppleTV was just around about to be announced for <reasons> and you should wait to buy one. Then it's finally announced and people are all "yeah, but a few weeks before the AppleTV was launched they said it was going to have more RAM!".
Sure, and they said similar kinds of things for 4 years. Why act like the broken clock is suddenly worth noting just because the time was finally right this moment?
It reminds me of the Apple TV rumors. For ~4 years the new AppleTV was just around about to be announced for <reasons> and you should wait to buy one. Then it's finally announced and people are all "yeah, but a few weeks before the AppleTV was launched they said it was going to have more RAM!".
Sure, and they said similar kinds of things for 4 years. Why act like the broken clock is suddenly worth noting just because the time was finally right this moment?