Anthoropicのpre-IPOでの価格乖離についてちらほら見るけど、想定している株式の数の違いはあると思うよ。転換オプションの希薄化を考慮しているかどうかとか。variationalとかasterとか下乖離しているところは仕様もまだ固まってなさそう
20% spread between Lighter RH and Variational
This was the situation with the Anthropic pre-IPO market.
The spread started widening yesterday, hovering around 8%, but today it peaked at roughly 20% before narrowing back to around 10%.
As I understand it, this was driven, at
