与「IPO」相关的搜索结果

Anthropic IPO正式定价70-78美元，发行8.25亿股，目标市值约1万亿 七巨头260亿PIPE同价锁单，盘前参考价约100美元，对应理论价差25%-43%，一级市场修复空间明确 #Bitget# IPO Prime已开放申购，个人额度2.5万U，承销费仅5%。11月18日开盘日即可直接拿到与美股ANT同价的rANT，未获配资金自动生息（15天最高10% APR，每小时派息，随时可赎） 今年88家IPO首日仍有正收益，Anthropic作为头部大模型核心资产，机构配置需求强。半导体回调+AI重定价背景下，一级申购提供更确定的成本锚点 新用户额外奖励（资金留存至IPO结束后30天） 注册+首充≥1000U并申购；送价值20U Anthropic股票 C2C入金额外再送5U 首充≥30000U并申购：送价值100U股票 （前两档不可叠加，C2C奖励可叠加） 参与链接： 活动详情：

最近 AI 赛道有个变化值得关注，Anthropic 冲刺 IPO，让我感觉整个行业正在进入新的阶段。 以前市场炒 AI，更多看的是想象空间，只要和大模型、算力沾边，资本就愿意给高估值，至于什么时候盈利，反而没那么重要。 但现在风向似乎变了，市场开始关注 AI 公司的真实价值，不再只看技术和故事，而是更在意营收、商业化能力以及未来能不能真正赚钱。 我觉得这不一定是坏事。AI 行业正在从炒预期转向看业绩，估值回归理性，对真正有实力的公司反而是一次筛选。 对投资者来说，接下来不能只看概念就盲目追高了，还得关注项目的实际竞争力和盈利能力。 过去我们投资 AI，更多是在押注梦想；现在市场开始认真计算，这个梦想到底值多少钱。AI 的长期空间依然很大，但投资逻辑确实需要改变了。

This slide from the Anthropic IPO roadshow was a big factor in my decision to leave. It’s an insane plot and I’m surprised they made it public. It shows the compute efficiency of pretraining over time. The y-axis is a **log scale**: they are seeing continued superexponential algorithmic progress. Mythos was not a one-time deviation, but a point on a superexponential. They could already retrain Mythos with a fraction of the compute originally needed. It doesn’t strictly imply a software-only intelligence explosion- they have been spending more on R+D. But algorithmic improvements do not require ridiculous creative genius and are on the verge of being automated. You do the math.

I know what I'm up against: Anthropic's trillion-dollar IPO, and everything riding on it. I know my opponents are Ivy League elites. Closed AI is un-American. It runs against everything this country was founded on: free knowledge, open inquiry, and the idea that no small elite gets to decide what the rest of us are allowed to know.

OpenAI has yet to release GPT-6.2. There can only be three reasons: 1) They were surprised by how capable Fable 5.2 is and had to make GPT-6.2 better. 2) They found security vulnerabilities or other issues that need to be fixed. 3) Anthropic is going public next week, and OpenAI knows GPT-6.2 surpasses both Fable 5.2 and Opus 5.5. They’re trying to steal the spotlight ahead of their own planned IPO in 2027. I’m torn between 1 and 3, but I honestly don’t know. My gut tells me OpenAI was surprised by how good Fable 5.2 is. Either way, I expect GPT-6.2 to be released before November 19.

为什么贵为创始人，Jensen 黄只有区区3.5%左右的股权？ 1993年公司创立时候，三位创始人每人占20%左右，到1999 年IPO前，风险投资机构进入，股权被稀释到12.8%；1999年IPO以后老黄的股权只有9.9%。 后经过员工期权池和个人减持等操作，现在老黄也只有3.5%左右股份，但绝对价值达到1500亿美金💲💸

老牛吃嫩草的故事，咱们见得多了。 但老藤缠嫩枝，还真是头一回见。 关之琳的新男友，是个27岁的模特。 而她，已经62岁了。两人整整差了35岁。 这男的到底图她什么？ 图她年纪大？图她满脸褶子？ 还是图她那几十亿的豪门底蕴？ 其实这笔账，人家算得比交易员还精。 62岁的顶级富豪，配上27岁的年轻肉体。 一个出钱，一个出“青春”。 这跟一级市场里的“高估值低流通”简直如出一辙。 男方用自己最巅峰的“青春筹码”， 直接去换女方的“核心资产（遗产）”。 不需要在底层赛道里卷死卷活， 直接一把锁定退出流动性。 这叫啥？ 这叫跨周期套利，直接买断IPO。 你看懂了吗？ 无论资本圈还是感情圈， 底层逻辑永远是价值交换。 谁手里有筹码，谁就能定规矩。

马斯克年轻时，两次被人从自己创办的公司里，撤掉了CEO的职位。 第一次是Zip2，投资人嫌他太嫩，找了个外人来当CEO，把他降成了没什么话语权的CTO。 第二次是PayPal，他砸进去大半身家，几个高管却趁他度蜜月，联手把他拉下了台。 三年内被撤两回，老马总算长心了。后来他买推特，人家请他进董事会他不去，非要整个买下来，交割当天9个董事全没了，就剩他一个😂 1995年，24岁的马斯克和弟弟开了Zip2，兄弟俩当时穷得叮当响。 所以第二年风投带着300万美元找上门，按他们的老规矩，要派个有经验的人来当CEO，马斯克也乐意，他本来就不想当CEO，正好退下来专心做产品。 可没过多久他就发现，当CTO根本说了不算，公司往哪走，全由新CEO和董事会决定。 1998年他想把CEO的位子要回来，董事会不但没答应，反倒削了他的权。 所以第二家公司X. com，他自己当CEO，还砸进去1200万美元，后来跟蒂尔他们的PayPal合并，他还是CEO，还是最大的股东。 可几位联合创始人跟他一直不对付，觉得公司早晚要被他带垮。 2000年9月，马斯克飞去澳大利亚补度蜜月，这几个人就趁他不在发动政变，拉着董事会撤掉了他的CEO职位。 马斯克郁闷到通宵玩游戏，他怎么也想不通，钱几乎都是他出的，凭什么说撤就撤。 三年里被撤了两回，他算是看明白了，光当CEO不够，钱出得最多也不够，董事会的票得攥在自己手里。 2022年初，马斯克悄悄买进推特9%的股票，成了最大股东，推特随即请他进董事会，条件是持股不得超过14.9%。 马斯克拒绝了，干脆出价440亿美元，把整个公司买了下来。 特斯拉早已上市，没法整个买下，马斯克为了买推特还卖掉不少股票，投票权被摊薄。 他公开向股东表态，没有25%左右的投票权，AI和机器人就不放在特斯拉做。 2025年，股东投票通过了他的万亿美元薪酬方案，如今他在特斯拉的投票权已回到将近20%。 SpaceX则是马斯克最大的产业，xAI和推特如今也都并在其中，在这里他拥有绝对的控制权。 2026年6月，SpaceX上市，这是史上最大的IPO，首日市值就超过2万亿美元。 上市时它采用双重股权，公众的股票一股一票，马斯克的一股十票，所以他只持有42%的股份，却握着82%的投票权。 凡是需要股东投票的事，包括董事会的每一个席位，都由马斯克决定，CEO，CTO和董事长也都是他本人。 在这里，再也没有人能撤掉马斯克了。

It took two weeks to end the career of the most successful Asian American in history. Jensen washed dishes at Denny‘s as a teenager, and by this year he was running the world’s most valuable company. This week a lot of Asian people on my timeline decided that story is over. That no matter how high you climb, a face like ours gets a different set of rules at the top. After Elizabeth Holmes, female founders spent years getting asked some version of “how do we know you’re not the next Holmes?“ One woman‘s fraud turned into a question every woman had to answer. I’m Chinese Canadian, I grew up in Vancouver, and now I live in the Bay Area. I already know what my version of that question is going to be and it‘s pathetic. Jensen was born in Taiwan and spent over thirty years building an American company. The second the word ”China“ landed next to his name, none of that counted. This country has done this before. In 1882 it banned Chinese immigrants. In 1942 it locked up 120,000 Japanese Americans, most of them citizens. In 1982 two Detroit autoworkers who blamed Japan for their jobs beat Vincent Chin to death with a baseball bat. He was Chinese. His killers never spent a day in prison. Yellow peril never checked which Asian you were, and that’s a big part of why “Asian American“ became one word. If they were going to lump us together anyway, we might as well stand together. Now look at Jensen‘s timeline. Oct 29, the spy story breaks. The next day Singapore’s government says it never said what the Wall Street Journal claimed. Nov 8, he admits an affair. Nov 12, he‘s gone. The spy part is still unproven. Two weeks start to finish, right before what could be the biggest IPO in AI. You can call that a coincidence. I don’t buy it. Meanwhile the powerful people who raped CHILDREN in the Epstein files are mostly still living their best life Jensen had an affair with an adult woman. That’s the only thing of what‘s actually been proven. So what exactly did Jensen do that was worse than them? Nothing. He was the best, he was Asian, and he was on the wrong side of the political fight. He did everything right. He built the company America needed most and showed up to every dinner in Washington. On Sunday night the president himself stood up for him and called him “an honorable guy.” It didn’t matter. By Thursday he was gone. If you can take down the president‘s favorite CEO in four days while the president is defending him, think about who that message was really for. They’ll use you for thirty years and still never count you as one of them. That’s what a political weapon is. You’re a tool while you’re useful. When the game gets serious, you’re the knife. And when it’s over, nobody comes back for the knife. Jensen was the best one they had. That's exactly why he made such a good "kitchenware".

美股允许双层股权，上市公司如果是双层股权（比如谷歌），创始人拿 B 股，1 股 = 10 票，哪怕持股比例不高，投票权占大头，哪怕 IPO 稀释后持股只有百分之十几，依然控制半数以上投票权，可以决定董事人选，掌握董事会。如果采用这种架构，企业的创始人就不会被董事会罢免了。