Mixed (+8): Anthropic pre-Thanksgiving, OpenAI private bridge, second Lipper inflow

Shiller CAPE still north of 40 (Multpl 41.38 Fri Oct 2).

Anthropic ~$1.8T–$2T ask beside a $518B compute bill — Bloomberg mid-November path vs May $965B Series H; Reuters prospectus read puts ~$518B infrastructure commitments and Broadcom up to $42B TPU-lease financing.

Safety talk and a racing IPO share the stage — Anthropic existential-risk prospectus language beside a firm pre-Thanksgiving marketing window; Altman keeps OpenAI off 2026 while shopping private capital.

New Owenomics: The quants of Babylon — October Acadian note is systematic-investing / Babylonian-data; Sep IPOs of doom remains the Anthropic-frame Lamont piece.

Anthropic: marketing week of Nov 9 · trade before Thanksgiving — Bloomberg Oct 1; plans can change; Oct 14 SF investor meetings on prep calendar; confidential S-1 still not on public EDGAR.

OpenAI: ~$30B private bridge at ~$1.4T, not a 2026 IPO — Bloomberg/TechCrunch bridge financing after Altman took 2026 off the board. Private mega capital without a public listing date.

Dangote Refinery IPO still open through Oct 13 — Africa’s largest-ever share sale keeps the non-U.S. mega secondary track warm.

U.S. equity funds: ~$20.6B inflows (week through Sep 30) — Second straight Lipper U.S. equity inflow week after ~+$37.5B the week before — large-caps ~+$19.3B; sector tech sold ~$3.79B. Lipper remains digest color, not the IV spine.

Still no clear new-entrant stampede — Two inflow weeks end the September redemption streak without a cab-driver stampede. IV firms off the floor; it does not max.