Back in the real world, CoreWeave is down 21% for the week, and Anthropic’s projected IPO is down 25%. Fireside Alpha @firesidealpha Brad Gerstner says the mood in the room among Anthropic’s largest investors was “9 or 10 out of 10” bullish and the company’s IPO process made him more positive, not less “Well, I can’t get into anything that was said in the room yesterday, but what I will share is this. “If I had to do a vibe check coming out of the room, I found it very fascinating. You had a lot of the most important investors in the world in the room, and I would say the vibe check was a nine or a 10 out of 10, very bullish in terms of how they feel about this company. “Now, they’re probably looking at it over a one-, two- or three-year time horizon, not over the next 30 days. “If you look at what was reported that was said in the room, the reaction in the market to that was quite negative--or at least my interpretation of it was quite negative. “So you had this asymmetry between, I think, how people feel about it. “Certainly, from an Altimeter perspective, the information I’ve gathered over the last few weeks, including yesterday, makes me more bullish on Anthropic, their IPO and the road ahead--not less bullish. “But they’re going to have to wait until they flip the S-1 and can share some of that information with the world and do their roadshow. “I can’t wait for this company to get public because retail investors are going to be excited about this, and long-only funds, mutual funds, sovereigns and lots of folks should get the chance to invest in this business.” 🔗 View on Twitter 🔗 View Quoted Tweet
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