[AINews] Anthropic IPO: Whither Now?
Latent Space · 人工智能
It’s a relatively quiet news day, and the AI market rout we referenced obliquely two days ago has deepened, though it might be leveling off not even halfway into bear market territory (-10% on Nasdaq, not -20%). That said, everything being “priced to perfection” means any surprise that is not to the upside is probably to the downside, knocking valuation estimates down as low as $1T and probability down 18% . Anthropic’s year end target is $100B run rate, and they’re now at $80B . We discuss all the most important lessons and assumptions in today’s bonus weekend pod, our second in the series covering the Anthropic IPO, with friend of the show Jamin Ball : If you liked our pod, or think the economy is going to hell in a handbasket, you’re gonna need to back up your data to the cloud. We use it for Smol. Help the pod and check out their new offers ! Sponsored by Backblaze B2 If your data is growing faster than planned, you need storage that grows with your business, feeds flash and GPUs with terabit-scale throughput, and doesn’t charge egress. Backblaze B2 has delivered capacity tier storage for twenty years, manages more than six exabytes, and is trusted by leading neoclouds, labs, and gen AI companies. Growth shouldn’t be something you sweat. We’ve got room for whatever you’re building. Come and try it out. enquiries: business@latent.space Thanks for helping us make AINews sustainable! AI News for 11/05/2026-11/06/2026. We checked 12 subreddits, 544 Twitters and no further Discords. AINews' website lets you search all past issues. As a reminder, AINews is now a section of Latent Space . You can opt in/out of email frequencies! AI Twitter Recap Thinking Machines' Inkling 2 Small Sets a New Bar for US Open Models Release and specs : Thinking Machines launched Inkling 2 Small, a natively multimodal MoE model ( @Haoxiang__Wang ). Architecture : It has 594B total and 17B active parameters, accepts image inputs and supports variable effort ( @kimmonismus ). Licensing and a