“I would predict that they that they have all the incentives to go out first. They seem better prepared. Everyone likes to see free cash flow, and Anthropic is generating free cash flow. That is massively good for the public markets. And you've seen them prepared for this and, you know, there's been quite a bit of news about OpenAI and the internal discussions there. You know, to what extent you believe those are true is up to you. But, you know, people are saying that they're not they they haven't been ready to IPO this year whereas Anthropic could come as as soon as October.”
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Anthropic completes an IPO before OpenAI does, with Anthropic's IPO occurring by October 2026.
Lin Kuo predicts Fireworks' token processing volume will increase 20-100x by end of 2027.
CIOs will materially clamp down on AI spending in the next year (2027), creating market variability.
Anastasios predicts at least one multi-hundred-billion-dollar (or trillion-dollar) American open-source AI company will emerge.
Harry Stebbings predicts Fireworks could become a $500 billion company.
Rory predicts that PayPal's board will ultimately accept Stripe's acquisition offer after initially rejecting it as part of standard negotiation tactics.
Harry Stebbings suggests OpenAI's hardware project will be paused or cancelled due to the Apple lawsuit.
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