Keep pulling the thread on Alex Heath.
Comcast announced it is spinning off NBCUniversal and Sky from its cable business.
The Supreme Court overruled an attempt by President Trump to fire Federal Reserve Governor Lisa Cook.
In a separate decision, the Supreme Court expanded the U.S. President's authority to fire officials at other independent agencies.
According to a report in The New York Times, OpenAI is delaying its Initial Public Offering until 2027.
OpenAI confidentially filed to go public on June 8th and was previously on track for a debut in the fall.
Khalsri estimates there is a 76% probability that Anthropic will go public in the current year.
According to reporting, OpenAI CEO Sam Altman has been advocating for the company to go public.
According to reporting, OpenAI CEO Sam Altman is seeking a $1 trillion valuation for the company in a potential IPO.
Alex Heath has heard reports that Anthropic is targeting an IPO in October or November.
Alex Heath predicts that OpenAI will announce its first hardware device, developed with Jony Ive, in the fall.
Alex Heath predicts OpenAI will IPO before the second half of 2027, possibly in Q3 or Q4 of the current year or Q1 or Q2 of the next year.
According to research by University of Florida professor Bao Lian Wang, S&P 500 earnings in Q1 were artificially inflated by approximately 12%.