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Please share how OpenAI is struggling in the private markets.


There is more supply than demand flat to OpenAI’s recent raise. That’s simply not the case for Anthropic, at last raise or at comparable valuations.


Citation? Were you working on the deal?


Can’t speak to citations, unfortunately, but if you have a banker or broker with secondary flow right now, ask them which they can get you more of and at what valuation: OpenAI or Anthropic.




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