Anthropic better IPO soon or t

Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality.

So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.

DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says

AI Industry Frontlines

AI Supply Chain Video Tracker

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Harrychuang
08-04 20:24
Harrychuang
$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.
PJE
05:32
PJE
Not really, I tried for 6 months, DeepSeek is not even close
Lachman Jasoda
08-04 21:58
Lachman Jasoda
this is so true

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":592904615126504,"tweetId":"592904615126504","gmtCreate":1785776604049,"gmtModify":1785777632303,"author":{"id":4140090365269462,"idStr":"4140090365269462","authorId":4140090365269462,"authorIdStr":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":71,"starInvestorFlag":false},"themes":[{"themeId":"eb6ede76ac5649ddad371c1f6dff7ee9","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"AI Industry Frontlines","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":eb6ede76ac5649ddad371c1f6dff7ee9}&rnconfig={\"headerBarHidden\": true}","description":"AI Supply Chain Video Tracker","image":"https://community-static.tradeup.com/news/e129b76626766cbd8a5e603ea898d4f7"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality.</p>\n<p>So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.</p></body></html>","htmlText":"<html><head></head><body><p>Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality.</p>\n<p>So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.</p></body></html>","text":"Anthropic better IPO soon or they can forget about cashing in. They won't be able to hold these high prices for much longer as the Chinese models are not only cheap but also only slightly behind in quality. So using Kimi K3 or better GLM 5.2 for running adversarial agents is a much better choice than using Claude Code ones, especially as running the same model doesn't make so much sense.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/592904615126504","repostId":1165483356,"repostType":2,"repost":{"id":"1165483356","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1785758040,"share":"https://ttm.financial/m/news/1165483356?lang=en_US&edition=fundamental","pubTime":"2026-08-03 19:54","market":"hk","language":"en","title":"DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1165483356","media":"AI Industry Frontlines","summary":"","content":"","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>DeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDeepSeek's New AI Model Is By Far The Cheapest Of Well-Known Models To Run, Research Firm Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-08-03 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOX":"2倍做多GOOG ETF-T-REX","02513":"智谱","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","00100":"MINIMAX-W","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165483356","news_type":1,"symbols_score_info":{"GOOX":0.6,"00100":2,"02513":2,"GOOG":2,"GOOP":0.6}},"isVote":1,"tweetType":1,"viewCount":111,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":320,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":593182162666424,"commentId":"593182162666424","gmtCreate":1785846267660,"gmtModify":1785846930014,"authorId":4165402247123562,"author":{"id":4165402247123562,"idStr":"4165402247123562","authorId":4165402247123562,"name":"Harrychuang","avatar":"https://community-static.tradeup.com/news/e5d6f8624454b0df93f3602c9f7517ef","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":592904615126504,"objectIdStr":"592904615126504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","text":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","html":"$960 billion was during the high bullishness when there was no competitors. Now we know the opened models are good enough even for American users at one fifth the Anthropic price, theoretically it is fair to value it at $170 billion only. Attempt if IPO at $969 billion will be a big flop.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":593316904584408,"commentId":"593316904584408","gmtCreate":1785879166834,"gmtModify":1785891382135,"authorId":4164229233165752,"author":{"id":4164229233165752,"idStr":"4164229233165752","authorId":4164229233165752,"name":"PJE","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":592904615126504,"objectIdStr":"592904615126504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Not really, I tried for 6 months, DeepSeek is not even close","text":"Not really, I tried for 6 months, DeepSeek is not even close","html":"Not really, I tried for 6 months, DeepSeek is not even close","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":593207263445592,"commentId":"593207263445592","gmtCreate":1785851924257,"gmtModify":1785852876091,"authorId":4238188690530562,"author":{"id":4238188690530562,"idStr":"4238188690530562","authorId":4238188690530562,"name":"Lachman Jasoda","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":592904615126504,"objectIdStr":"592904615126504","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"this is so true","text":"this is so true","html":"this is so true","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/592904615126504"}