Bloomberg: OpenAI's secondary market is cooling while Anthropic's is heating up
彭博社:OpenAI 的二级市场正在冷却,Anthropic 的二级市场正在沸腾
OpenAI has $600M of shares for sale in the secondary market with no buyers, while Anthropic has about $2B of indicated demand. The post says OpenAI secondary bids are around a $765B valuation versus its last $852B round, while Anthropic bids reach about $600B versus its last $380B round. The signal is the split between primary-round hype and secondary liquidity; the post also says Anthropic had a second security incident this week involving leaked Claude source code.
Why it matters: Strong HKR-H/K/R: the OpenAI-vs-Anthropic reversal is clickable, carries concrete secondary-market numbers, and hits valuation and rivalry nerves. Kept below P1 because this is reported market color, not a primary filing or official financing event.