If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
> if their company ethos remains the same.
What? In what way would the change? They are already raising prices..
corporate pursuit of monopoly is as sure a phenomenon as gravity
The question is not "if" they will lose their ethos but "how long will it take".
SpaceX submitted an amendment to their S-1 today[1]
Are we in a race to see who can pop the bubble first?
This is the first time I've seen a Public, Confidential S-1 filing.
I suppose they announced it because the fact that they submitted it would leak anyway.
There is a mad rush to get these IPOs out the door before the market sneezes.
Can someone help me understand how its "confidential" if they blog about it? Perhaps they simply mean the details of the S-1 are confidential for now?
The contents are confidential. They are just announcing they submitted it.
The S-1 itself isn't made public in a confidential filing.
[flagged]
so we shouldn't talk to humans when an ai can give an answer?
If you have access to a Xeon processor, I don’t see why humans should be the first thing you interface with.
[deleted]
We should always talk to humans.
Every post anthropic generates feels like misdirection and bad summarization using AI. There is no sense of who the audience for this post is for and includes a lot of redundant information.
Can't see the relevance of this comment to the post. You can do a Google search for "confidentially submits draft S-1 to the SEC" to see other examples of companies announcing these submissions and they're all written in the same way.
It's just a standard/template that most companies reuse.
> This announcement is being published under Rule 135 of the Securities Act of 1933
It's a required public disclosure following a format traditionally used in mandatory public disclosures.
Is there any real reason to have generated announcements anyway? You could get more polished text with some copy editors and I can't imagine cost is really a big concern for it.
It's a legal notice, what are you talking about?
I'm curious to know if they generated this with Claude and what the prompt looked like.
This is actually the pin everyone was looking for that will pop this AI bubble, including the token cost falling in China and the release of open models that are good and run locally.
Expect the token price to correlate with the stock price.
Of course that fundraise was the last one: [0], everyone getting ready to dump their pre-IPO shares on to you as China catches up with their open models.
Better to do it now than to wait a day longer and the tokens are not getting any cheaper here.
Obviously OpenAI will file for IPO certainly this month, or even this week in response both SpaceX, and Anthropic.
What does it mean to submit confidentially – what's the process there? I assume it be made public when approved by the SEC?
With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?
At least all the index funds are obligated to, right?
Most index funds wait for at least a year before adding a new listing. The only exception that I'm aware of is QQQ and SpaceX.
Index funds follow indices and often only rebalance quarterly
you and me will all be left holding a small cut of the bag
If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.
> if their company ethos remains the same.
What? In what way would the change? They are already raising prices..
corporate pursuit of monopoly is as sure a phenomenon as gravity
The question is not "if" they will lose their ethos but "how long will it take".
SpaceX submitted an amendment to their S-1 today[1]
[1]: https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
Are we in a race to see who can pop the bubble first?
This is the first time I've seen a Public, Confidential S-1 filing.
I suppose they announced it because the fact that they submitted it would leak anyway.
There is a mad rush to get these IPOs out the door before the market sneezes.
Can someone help me understand how its "confidential" if they blog about it? Perhaps they simply mean the details of the S-1 are confidential for now?
The contents are confidential. They are just announcing they submitted it.
The S-1 itself isn't made public in a confidential filing.
[flagged]
so we shouldn't talk to humans when an ai can give an answer?
If you have access to a Xeon processor, I don’t see why humans should be the first thing you interface with.
We should always talk to humans.
Every post anthropic generates feels like misdirection and bad summarization using AI. There is no sense of who the audience for this post is for and includes a lot of redundant information.
Can't see the relevance of this comment to the post. You can do a Google search for "confidentially submits draft S-1 to the SEC" to see other examples of companies announcing these submissions and they're all written in the same way.
It's just a standard/template that most companies reuse.
https://www.figma.com/blog/s1-confidential-submission
https://www.prnewswire.com/news-releases/gemini-announces-co...
https://investors.navan.com/news-releases/news-release-detai...
https://www.round1-group.co.jp/docs/pdf/2026/20260507_news_e...
> This announcement is being published under Rule 135 of the Securities Act of 1933
It's a required public disclosure following a format traditionally used in mandatory public disclosures.
Is there any real reason to have generated announcements anyway? You could get more polished text with some copy editors and I can't imagine cost is really a big concern for it.
It's a legal notice, what are you talking about?
I'm curious to know if they generated this with Claude and what the prompt looked like.
Time to short the market. We are at peak bubble.
"The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...
This is actually the pin everyone was looking for that will pop this AI bubble, including the token cost falling in China and the release of open models that are good and run locally.
Expect the token price to correlate with the stock price.
Of course that fundraise was the last one: [0], everyone getting ready to dump their pre-IPO shares on to you as China catches up with their open models.
Better to do it now than to wait a day longer and the tokens are not getting any cheaper here.
Obviously OpenAI will file for IPO certainly this month, or even this week in response both SpaceX, and Anthropic.
Then AGI will then have been achieved externally.
[0] https://news.ycombinator.com/item?id=48313390
What does it mean to submit confidentially – what's the process there? I assume it be made public when approved by the SEC?
With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?
At least all the index funds are obligated to, right?
Most index funds wait for at least a year before adding a new listing. The only exception that I'm aware of is QQQ and SpaceX.
Index funds follow indices and often only rebalance quarterly
you and me will all be left holding a small cut of the bag
[dead]