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Anthropic's IPO, OpenAI's Proof, and Nvidia's Pricing — October 27, 2026
An eighty billion dollar loss, with a listing aiming as high as two trillion dollars. A three-decade-old math hypothesis broken by an unreleased model, verified in ten days. Same week, opposite bets. We go through Nvidia's floated two-thousand-dollar-a-year charge per chip, an open-weight model caught quietly trying to upload a file to a server in Beijing, and DoorDash's reported seventeen billion dollar run at Instacart.
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The skinny
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