What Paul Kedrosky thinks about Anthropic

@paul-kedrosky · 12 positions · On ppll ↗

Venture investor and writer; publishes on risk, complexity, finance, technology and economic history at paulkedrosky.com.

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1 dated position, 2026, in their own words. Our reading of what Paul Kedrosky has said — not written or endorsed by them.

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1. 9 Oct 2026

   Our readingThe Anthropic and OpenAI IPOs are suppressing all other IPOs by absorbing institutional investors' capital and attention

   OpenAIinvesting

   Their wordsinstitutional investors are reserving capital, managing exposure, and waiting for the two transactions that will define the AI market. The capital market effect is to suppress everything else.

   ↗The Glacial Lake Outburst Problem in AI IPOspaulkedrosky.com 1st of 2 in this piece