Tag
#Dan Ives
Deals
Anthropic share frenzy exposes the risks in the private AI secondary market
Anthropic shares are pulling buyers into opaque SPVs and fee-heavy side deals just as revenue growth sharpens the race to public markets.
By Naomi Voss
Deals
Anthropic's $30 billion round tests the AI IPO endgame
Anthropic's $30 billion round at a valuation above $900 billion shows AI financing is still setting IPO-scale prices before any listing.
By Naomi Voss
Analysis
SpaceX S-1 Filing: Starlink Made $4.4B. AI Lost $6.4B. The IPO Targets $1.75T.
SpaceX lost $4.94B in 2025 as AI capex hit $12.7B, its S-1 filing revealed. Starlink's $4.4B operating profit funded a $6.4B AI division loss. The $1.75 trillion IPO opens what could be the largest listing year in history.
By Sloane Carrington
Deals
OpenAI to Confidentially File IPO Draft Friday: Sources
OpenAI prepares to confidentially file a draft IPO prospectus as soon as Friday with Goldman Sachs and Morgan Stanley as lead underwriters, sources say.
By Naomi Voss



