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Claude’s old shares are currently trading at a 50%+ premium in the secondary market, and the remaining 600 billion still has to be fought over. ChatGPT, valued at 800 billion, is currently marked down by 10%, and nobody wants it.
Based on revenue, the valuation has already surpassed ChatGPT.
I said this a long time ago: ChatGPT is doomed for sure.
This view still hasn’t changed even today—it’s even more resolute.
If this trend continues, after it gets listed it will definitely collapse—again and again.
It’s unclear whether this will drag down the overall U.S. stock market index.