valuation

2 briefs

money 2026-04-12

OpenAI Wants Regular People to Buy Its IPO. That's Not Generosity.

Retail investors broke a bank's system trying to get in. At $852 billion, there's not much left for them.

money 2026-04-12

Michael Burry Is Betting $1 Billion That Anthropic Eats Palantir's Lunch. He's Half Right.

Burry is correct that general AI commoditizes Palantir's wrapper. He's wrong that clearances and twenty years of embedded analysts can be downloaded.