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David GerardMA to TechTakesEnglish · 1 个月前

OpenAI, Anthropic, SpaceX to trash stock market IPOs for 2026

pivot-to-ai.com

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OpenAI, Anthropic, SpaceX to trash stock market IPOs for 2026

pivot-to-ai.com

David GerardMA to TechTakesEnglish · 1 个月前
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Venture capital works by turning startup investments into dollars — eventually. It’s not their own money — it’s their investors’ money. And those investors are getting impatient for the payoff. One…

venture capital discovers there’s no exit

https://www.youtube.com/watch?v=THMhJd3XMhQ&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260320-openai-anthropic-spacex-to-trash-stock-market-ipos - podcast

time: 6 min 41 sec

  • V0ldek
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    1 个月前

    How can I short this

    • David GerardOPMA
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      1 个月前

      Covered one attempt already!

      https://awful.systems/post/7387786

      Trouble is the sort of investment that’s uncorrelated right up to the moment you need it to be, at which point it crashes in lockstep

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