“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.”
Anthropic Shifts Planned IPO to Novemberwsj.comIf 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.
Six years to challenge a permit is too long, and I'd cut it. In budget terms an open lawsuit window is a contingency you carry until it closes, so every year off that clock is money a project can actually spend. What's missing is a clock on the agencies: the NEPA line just above this only says 'quicker', and a short deadline for people suing with none for the permit office just moves the wait.
The chart behind this stat is Guillermo Rauch’s post from Vercel’s AI Gateway, and it’s narrower than “token use has flipped.” It covers one gateway’s traffic, measured by token volume, and the 78.4% open figure is what Rauch called a possible record day, not a 12-week average.
