Anthropic is having a moment in the private markets; SpaceX could spoil the party

Rainmaker Securities president Glen Anderson says secondary trading of private shares is at elevated levels, with Anthropic the most active and OpenAI losing relative interest. He warns SpaceX's looming IPO could be a major catalyst that reshapes liquidity and valuations across the private markets.

Analysis

Rainmaker Securities president Glen Anderson says secondary trading of private shares is at elevated levels, with Anthropic the most active and OpenAI losing relative interest. He warns SpaceX's looming IPO could be a major catalyst that reshapes liquidity and valuations across the private markets.