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MARKET UPDATE: Anthropic S-1, Market Bottoms, What’s Next?
49:08
The whole market de-risked into the Anthropic S-1. Then it bottomed the day the filing dropped.
Avi is back in New York after a month that ran from Token2049 in Singapore to a wedding in Iraq, and he opens on why that trade keeps working — the market as a weighing machine, the perception of reality getting so bad that there’s nowhere left to go, and the short blowout that followed. Intel at 85…