The Special Situation Report

The Special Situation Report

InsideArbitrage Special Situations Newsletter: October 2026

Asif's avatar
Asif
Oct 01, 2026
∙ Paid

A $2 Trillion IPO

A few months ago, I was talking with a friend about how unlikely it was that the market would let this bubble deflate until SpaceX, OpenAI, and Anthropic went public. SpaceX went public in June, and Anthropic confidentially filed an S-1 the same month. Reuters apparently got its hands on the IPO documents, and rumored numbers include a …

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