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Anthropic *SUDDENLY* Delays IPO & Nscale IPO Looks BAD

Sep 18, 2026

The creator discusses the unexpected delay of Anthropic's IPO, speculating that poor financials or investor concerns might be the cause. This delay coincides with the release of Nscale's S1 filing, which the creator finds concerning and potentially related to Anthropic's situation. The creator also touches on competitive AI models and Anthropic's past performance.

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CRWVBearishHigh ConvictionSignal-backedPrimary

Cororeweave has a bad balance sheet, with $18 billion in bills to pay against $8 billion in cash and receivables, even after a recent convertible note raise.

NVDANeutralLow ConvictionResearch Only

Nvidia's Neotron model is mentioned as part of a competitive AI model leaderboard.

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CRWV
sell opened Sep 18, 2026
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