Gary Marcus 认为 Anthropic 1000 亿美元 IPO 后融资环境将收紧
rare partial disagreement with @edels0n. what he wrote here a few minutes ago probably no longer ap...
Gary Marcus 跟人吵起来了：他觉得明年 AI 融资不会更疯，反而会收紧，理由挺具体的。
Gary Marcus 在 X 上对 Ed Elson 的观点提出部分异议。Elson 认为 Anthropic 1000 亿美元 IPO 之后，明年超大规模企业的举债规模会更加疯狂。Marcus 则认为，中期选举、市场回调、利率上升以及对 OpenAI IPO 的阻力等因素，将使明年的融资规模远低于原有预期。
rare partial disagreement with @edels0n. what he wrote here a few minutes ago probably no longer ap...
rare partial disagreement with @edels0n . what he wrote here a few minutes ago probably no longer applies. in light of recent events (midterms, correction, rise in rates, pushback on OpenAI IPO), people won’t raise nearly as much next year as people were originally projecting. everything will be tighter. Ed Elson @edels0n Anthropic’s $100 billion IPO is enormous, but it’s especially enormous when you realize how much money everyone else is raising too. The hyperscaler debt binge might sound crazy (it is), but next year’s will be crazier. 🔗 View Quoted Tweet 💬 1 🔄 0 ❤️ 6 👀 1338 📊 1 ⚡
