Prof G Markets · Saturday, October 24, 2026
Ed Elson argues that private market AI valuations are inflated by venture capitalists compared to public market standards, predicting that Anthropic may delay its upcoming initial public offering to avoid valuation cuts.
“That is why I wouldn't be surprised if sometime next week we read the following headline. Anthropic delays IPO cites market uncertainty. Because it's either that or the price must come down.”