Post
Mark Allen
markallen.io
did:plc:le557a55kfvhprzeqzdvgtua
Not saying Anthropic or OpenAI are sure things, but this analysis by John Gruber of Anthropic's IPO prospectus sounds very similar to bearish 1997 Amazon IPO analysis.
Of course it's also similar to the telecom and broadband bubble companies of the same era, so…
https://daringfireball.net/linked/2026/09/30/reuters-anthropic-ipo-prospectus
2026-10-01T04:15:29.458Z