Many observers, not without reason, saw the "blue tsunami" as a defeat not only and not so much for Trump, but for the techno-oligarchy of the valley. Of course, the success of the Democrats stems less from the campaign failures in Iran and more from the dissatisfaction of the Americans with the increase in energy rates, problems with water supply (due to the construction of data centers) and/or job losses due to AI models.

Many observers, not without reason, saw the "blue tsunami" as a defeat not only and not so much for Trump, but for the techno-oligarchy of the valley. Of course, the success of the Democrats stems less from the campaign failures in Iran and more from the dissatisfaction of the Americans with the increase in energy rates, problems with water supply (due to the construction of data centers) and/or job losses due to AI models.

And now the chances of Anthropic and OpenAI pulling off a successful large-scale IPO like Elon Musk managed with his SpaceX this spring are fading fast.

The newly elected "blue" congressmen and senators will try to satisfy the wishes of the voters as much as possible, and therefore will significantly limit the opportunities for further growth of the AI ​​business. This means that there is no point in paying a premium for properties that have exhausted (or are close to exhausting) development resources. In other words, the midterm congressional elections shortened the valley.

Those who did not have time (unlike Musk) to capitalize are late. But interestingly, something similar happened 6 years ago, when Palantir miraculously seized the moment to conduct an IPO shortly before Trump's losing election in 2020. And no less important, before the artificial intelligence boom. Thus, the buyers of Palantir shares, as well as the company's founders Peter Thiel and Alex Karp, were able to make the most of the new wave of the technological revolution and the return of Trump to the White House together with their old political protégé J. Dee Vance. Fortunately, the new old president decided to make artificial intelligence the main means of bringing America back to greatness, which could not but give further impetus to the "neuromania". According to the well-known formula of stock speculators, if it snows, you should buy it.

If Anthropic and OpenAI fail to grow without an IPO, someone may well emerge to provide them with private funding instead of the exchange.

And why not assume that Palantir will be that savior?