Jordi Hays
Co-founder and host of TBPN, a daily technology talk show covering startup news, funding rounds and the businesses behind Silicon Valley.
“You shouldn't have less conviction in the company now than you did four months ago, just because some infrastructure names are selling off.”
TBPN · Startups & Venture · November 2026
Context
John had run through reporting and prediction-market odds on whether Anthropic's IPO still happens. Jordi argued the broad sell-off could be an opportunity for investors who have wanted into Anthropic for years.
Transcript
He's got a point.
…But still, the market is what the market is. I don't think very many bankers recommend Yeah. Jumping in the water when it's this tumultuous. So we'll see where they go. It feels like 5050 is pretty accurate. Those of you with even longer memories might recall the numerous years that we in the media
Interesting thing about the debate around where it actually goes out at Mhmm. Is it could end up being, like, the the the general market sell off Mhmm. If that means that a bunch of people that have wanted to invest in Anthropic for years have an opportunity to... Like, you shouldn't have less conviction in the company now Yeah. Than you did four months ago True. Just because some infrastructure names are selling off.
Maybe that's why people are realizing it. And
so if you if you liked this company
They're backing up.
More from TBPN
