Do you really expect to learn something that you don't already know by making Anthropic do two quarters of audited financials? What happens then? Come up with another reason for delay?
Why do you think you don’t already have more than that many months of audited Anthropic financials?
I believe that the Anthropic IPO price will be too high, but also in the long run it might turn out to be a great investment.
The most important thing I believe is that this is what I signed up for when I bought lots and lots of VTI. And that I can change to a different set of investments pretty much instantly for 9 hours a day, 5 days a week. With no tax hit because it's in my retirement account.
I don't think that's what avg 401k holder is doing
So even if one believes in AI the rational choice is to invest into hardware that AI companies needs (GPUs, gas turbines, batteries, solar panels)