AI company valuation debate

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112026-11Anthropic Launches IPO as Valuation Debate and Commercial Prospects Take Center StageAnthropic has launched its initial public offering, with the market sharply divided over whether its valuation is justified and how its commercial prospects will play out. Retail investors on the V2EX forum are debating whether this is an investment opportunity or a valuation bubble, while prominent AI commentator Gary Marcus has said plainly that he personally would not take part in the IPO. The pricing, subscription and post-listing performance will serve as an important test case for how AI companies are valued.V2EX、Gary Marcus