descriptive claim

Shares in quasi-public companies such as OpenAI, Anthropic, and Databricks are increasingly viewed almost as cash rather than speculative private-company currency, reflecting the companies' perceived quality and late stage.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“Um, I would say these quasi-public companies, you know, OpenAI, Anthropic, Databricks, I think their currency has almost started to be viewed as cash, not monopoly money, because they're very high quality, they're very late stage.”

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