The biggest ipo in history is going to be a bet on agents earning money, not on models being smart.…
the biggest ipo in history is going to be a bet on agents earning money, not on models being smart. anthropic's october nasdaq listing is reportedly targeting a near 2-trillion-dollar valuation with up to 100 billion in new money, and nvidia is said to be weighing a 10 billion dollar stake in the offering.
wall street is pricing the claude business as if agents already run the economy.
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The note above is reproduced unedited from the original post, first published on Threads on 23 September 2026 at 23:48 IST.
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The air is now being asked to keep its own ledger
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