It’s an interesting question. The shares are likely not transferrable without amending the LLC agreement or whatever. If you want in on Anthropic, though, and you know the FTX estate has to liquidate, then there’s a chance you can get to a good price; maybe less than $3B but probably not a ton, because lots of other people want in too.
On the other hand, the current investors probably won’t want to make an exception for FTX if they know it’s going to cause them to write down their stakes.
On the other hand, the current investors probably won’t want to make an exception for FTX if they know it’s going to cause them to write down their stakes.