BUSINESSFORTUNE
The short seller’s argument nobody on the coming mega IPO roadshow wants you to make
Anthropic and OpenAI are preparing high-valuation IPOs, targeting the top 15% of the AI market focused on enterprises with resources for advanced AI adoption. However, corporate buyers struggle to find ROI due to high costs and viable open-source alternatives, with potential revenue opportunities instead lying in modernizing legacy systems and expanding credit access in developing economies.
Mentioned
Related Signal
Adjacent reporting
- AI companies are barreling toward huge Wall Street debuts. A look at the biggest players
- SpaceX targets fixed $135 IPO roadshow price at $1.75 trillion valuation, source says
- AWS reportedly to tuck Elon Musk's Grok into Bedrock, despite zero enterprise demand
- Magnum Ice Cream Ranks Among Biggest Short Seller Bets in Europe
- Red hot AI demand pushes more companies into the $1 trillion club
- AI companies are barreling toward huge Wall Street debuts. A look at the biggest players