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Rohin Dhar
@rohindhar
If Anthropic IPOs at a $2 trillion valuation It will be 4x larger than all the IPOs in the history of San Francisco combined When/if Anthropic, OpenAI, Databricks IPO We are truly in for the mother of all booms in San Francisco and all that entails. The scale will have no precedent
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Sri Muppidi
@srimuppidi
🍦SCOOP: Anthropic could raise more than $100B in its upcoming IPO at a $2T valuation. That would make it the largest-ever public offering! Potential investors have been digging into Anthropic's business on: - how Anthropic's AI models can continue to improve - will Anthropic
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David Watson 🥑
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Jason McMinn
@jasonmcminn
SF will not be able to handle the influx of cash on real estate. More regulation will certainly fix that! Anything but more housing
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Michael | Net Lease Sales & Trailer Park Tales
@michaelwatson2
That value is insane. Here's my hot take...
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Michael | Net Lease Sales & Trailer Park Tales
@michaelwatson2
🔥 OpenAI & Anthropic are the WeWork of tech/ AI 🔥 Change my mind 🤷 They both use someone else's hardware/ real estate to try and arbitrage the layer on top of it. The moment they stop subsidizing and their costs are undercut by comparable options (open source, full stack x.com/Jason/status/2…
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Gina Papatsaras
@seekmarin
Jeff Bezos etc .. acknowledged it’s a bubble and there will be casualties. We’ll see a “mother” and then a correction. But nothing new for San Francisco 🤷
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Sambi Pepsi
@sambi_pepsi
Number of employees based in SF of the company going IPO is a better indicator of impact on real estate than IPO size. They are not going to buy multiple houses here.
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