I write and talk about a wide range of things. IPOs, spins, SPACs and memes. @business @SyracuseU Alum. Views are my own [email protected] DM for Signal
Joined August 2013
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~Professional update~ I'm now a senior reporter here on the US equities team at Bloomberg News and in addition I will also be helping shape our coverage of equity capital markets (primarily through the daily ECM Watch column)
Anthropic's IPO is very much off to the races and it doesn't seem like Jensen Huang's resignation is impacting things one bit:
bloomberg.com/news/articles/…
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Feels notable for Kalshi investors and IPO watchers, good stuff from @declanharty
politico.com/news/2026/11/10…
$ANT podcast alert breaking down what people need to know, give it a listen!
youtube.com/watch?v=lxVgFdId…
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Feels like it's timely to reshare this from me just a few weeks ago with the debate over artificial intelligence keeping IPOs stuck on the launchpad.
bloomberg.com/news/articles/…
At what point do I fire up the soccer cleats and try to emulate Brandon Aubrey with all the misses in the last few weeks?
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Roughly four minutes of what you should know about Anthropic’s S-1 and what the expected IPO means!
youtu.be/le6z5D756gQ
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The day is here! Anthropic has filed for its IPO. All you need to know as our team of like two dozen reporters and editors dive into the hundreds of pages here: $ANT
bloomberg.com/news/articles/…
Seeing a lot of confusion around Anthropic. This is **strictly** an explanation using SEC regulation and IPO norms. Ant could make its S-1 public by early/mid of next week and still be public before Thanksgiving, in line with our previous reporting of a launch the week of Nov 9 and pricing the week after.
A lot of folks speculating that today is make or break for a pre-Thanksgiving IPO which is not the case
AI cloud firm Nscale is in talks to sell computing power to Anthropic in a deal that could be worth about $45 billion, according to people familiar with the negotiations.
Another Nscale scoop but with the homies @BrodyFord_ @dinabass
bloomberg.com/news/articles/…
Sunday Scoop:
Nscale is facing opposition to the valuation it’s pursuing in its initial public offering, according to people familiar.
The Nvidia-backed firm has been seeking a valuation of about $30 billion. An investor cohort lately urged that a valuation in the $16 billion to $19 billion range would be more likely to find favor with buyers.
bloomberg.com/news/articles/…
But isn’t he the only one to finish the beer? Or during the ad did they swap it for some food colored water?
Bailey Lipschultz retweeted
Rob Arnott thinks the US market is frothy and expensive. He also thinks shorting it is a bad idea, since bubbles often blow off on the upside before they break.
He sat down with @BloombergTV’s Open Interest to explain what to do instead, and where the firm’s new name Syzygy comes from: alignment, with the end investor first.
Watch the interview with @VonnieQuinn and @BTLipschultz below.
na2.hubs.ly/H07LDnL0
Bailey Lipschultz retweeted
Syzygy Asset Management Chairman Rob Arnott says the US market looks frothy and expensive and warns that investors should not short a bubble, since bubbles can keep rising sharply before reversing bloom.bg/3FX7vFx
Bailey Lipschultz retweeted
Health and fitness ring-maker Oura filed for an initial public offering, showing soaring revenue as well as increasing losses bloomberg.com/news/articles/…
If you're stripped of five first-round picks but traded the guy for two firsts then you really only lost three first round picks.
Should've cut their salary cap and lowered the aprons
BREAKING: The NBA has ruled on the Los Angeles Clippers in for salary cap circumvention investigations on Kawhi Leonard after yearlong probe -- stripping the franchise of 5 first-round picks, issuing a $30 million fine to owner Steve Ballmer and suspensions for Ballmer, Lawrence Frank and Gillian Zucker, sources tell ESPN.
Kawhi Leonard will have to pay $700,000 in restitution for improper benefits by the Clippers for his uncle and former business rep, Dennis Robertson. No contract void or suspension for Leonard. And Robertson -- who was fired by Leonard in June -- is being banned by the NBA from all business dealings.
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Bailey Lipschultz retweeted
Just after sunrise, the @NASARoman deep space telescope blasted off on a 5-year mission, one million miles from Earth. Ross Hamilton of Space Network talks with @EenaRuffini and @BTLipschultz about the universe’s mysteries this telescope could help unlock.
I'll be filling in on @BloombergTV's Bloomberg This Weekend with @EenaRuffini (+ @LisaMateoTV and @nhageradio) from 7am to 10am ET. What better way to is there to start your weekend mornings?
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