Anthropic's Private Market Momentum Is Real—But SpaceX Could Steal the Show
Inside the private markets, Anthropic is suddenly the stock everyone wants and nobody can find. But a veteran broker says SpaceX might be playing a longer game.
⚡ Key Takeaways
- Anthropic has become nearly impossible to source in secondary markets while $600M of OpenAI shares sit unsold—a reversal nobody predicted 𝕏
- The DoD standoff actually boosted Anthropic's narrative, making it feel differentiated from OpenAI in ways pure technical performance cannot 𝕏
- SpaceX's consistent upward valuation trajectory—uncorrected by the 60-70% private market crash of 2022-2024—suggests patient capital beats momentum plays 𝕏
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Originally reported by TechCrunch - AI Policy
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