📊 Shares of AI startup Anthropic have become the most sought-after on the secondary market, while OpenAI shares are losing appeal for buyers. TechCrunch reports this, citing Glen Anderson, president of the investment bank Rainmaker Securities.

Next Round Capital CEO told Bloomberg that potential buyers are ready to invest $2 млрд in the startup. For comparison: current shareholders of OpenAI cannot realize their assets even for $600 млн.

One of the factors behind the sharp surge in interest in Anthropic is the company’s standoff with the U.S. Department of Defense.

Against the backdrop of competition between the two AI giants, the market often overlooks SpaceX. Anderson said that this is one of the few companies in Rainmaker’s portfolio that has never faced a hard correction and a 60–70% drop in share value.

Apparently, an IPO listing for Musk’s company is already just around the corner. SpaceX has confidentially filed for an IPO, under which it plans to raise from $50 млрд to $75 млрд in June, with a valuation of $1.75 трлн. At the same time, media reported that SpaceX soon increased its target valuation—to a level of more $2 трлн.

A large-scale SpaceX listing could disrupt similar plans by OpenAI and Anthropic this year. The expert suggested that those who follow the space company could find themselves at a disadvantage.
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