Early Uber investor Bradley Tusk said he would short OpenAI if it were public, calling OpenAI and Anthropic “wildly overvalued.” He cited competition, energy and data-center needs, regulation, public antipathy and the risk of China invading Taiwan as headwinds.
OpenAI and Anthropic are both rumored to be considering public listings within the next 12 months. The Wall Street Journal reported that OpenAI told investors in August its revenue rose 18% from the first quarter to the second while losses deepened. Anthropic's sales reportedly rose $1 billion sequentially in the second quarter, though its profits were tiny. Tusk said Anthropic was not close to being ready to go public.
