S1哥 今日赠品 · 2026-10-31
配套教程：https://x.com/swordBluesy/status/2116510630555599345
One-page checklist of the numbers behind this week's AI money news (as reported Oct 29-31, 2026). | Item | Number | Source as reported | |---|---|---| | OpenAI round target | $30B at $1.4T, cut to about $20B at $1.25T | FT via CoinDesk | | OpenAI commitments so far | about $11B | WSJ via ShiftDelete | | Nasdaq 100 | down about 10% in three weeks from Oct 6 record | CoinDesk | | Anthropic IPO | up to $100B raise at $1.5T, first trade as soon as Nov 16 | reports, no price range yet | | Anthropic H1 2026 | $16.3B revenue, $8.9B compute, $1.6B adjusted operating profit | S-1 via Crypto Briefing | | DeepSeek round 2 | 105.5B yuan (about $15.8B) at about $86B, state investors about 27% | The Information | Five questions before you believe any AI valuation 1. Is revenue or committed spend being quoted? 2. How much of revenue comes from the top two customers? 3. Is the loss real cash, or accounting on convertible notes? 4. Who else is raising from the same investors this month? 5. What happens to the price if the round closes below target?