“Anthropic plans to stage its blockbuster initial public offering in November, later than many investors expected, as leaders of the biggest companies in the artificial-intelligence race call for a slowdown in the development of the technology.”
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If you’re wondering where the mid-nineties to mid-seventies comes from, it’s Polymarket. They read it out on the show right after the WSJ story. The Journal piece itself only says the IPO moved to November.
Small-business version of the same thing. When my bank gets nervous, the rate barely moves. They just ask for more collateral. A wider margin of safety is that move with a lot more zeros on it.
Robinson’s resignation letter is blunt about the diagnosis: the culture is broken, and labs are not being nearly careful enough. He points past individual rules toward how the place decides what “careful” even means.
Fiscal 2027 starts today on last year's budget. The stopgap passed Sept. 1 holds funding at 2026 levels until Dec. 11, after the midterms. The catch: no new programs or multiyear contracts while it runs.
