Logo
Technology Research
IPO Research
Advisory
Notes From The Short Side
The Drill Down Podcasts
Cory Johnson
SUBSCRIBE
Search
Logo

Anthropic

MSFT

+3

What To Look For In Anthropic's Red Herring

Oct 4, 2026

•

10 min read

What To Look For In Anthropic's Red Herring

30 tough questions for the pending Anthropic S-1.

Anthropic

+2

The Next IPO

Sep 20, 2026

•

4 min read

The Next IPO

Introducing the Epistrophy Capital Research IPO Top 40

Anthropic

+3

☠️ The End Of The World As We Know It?

Sep 13, 2026

•

11 min read

☠️ The End Of The World As We Know It?

On Anthropic -- and how we die.

Anthropic

+1

Anthropic's Accounting Boost?

Aug 23, 2026

•

11 min read

Anthropic's Accounting Boost?

Anthropic just passed OpenAI in revenue. Or did it?

Anthropic

+1

The Weight

Jul 12, 2026

•

9 min read

The Weight

An examination of how AI Labs Are Picking Sides: Open Weight vs. Closed

SPCX

+1

Hey Anthropic: Here’s The New IPO Playbook

Jun 28, 2026

•

6 min read

Hey Anthropic: Here’s The New IPO Playbook

How SpaceX’s 4.3% float and a quiet rule change rewrote the rules for AI IPOs

Home

Technology Research

IPO Research

Advisory

Notes From The Shortside

The Drill Down Podcasts: SUBSCRIBE

Cory Johnson

Archive

STAY CONNECTED

© 2026 Epistrophy Capital Research LLC.
beehiivPowered by beehiiv