Anthropic Investor Day
Flash Philo on Anthropic (and some Neoclouds)
Anthropic's valuation is already crashing... and it hasn't even IPO'd yet!
What's happening?
- This Wednesday, October 14th, Anthropic held a pre-IPO investor day.
- But the market was not impressed.
- Anthropic's $2 trillion valuation is now being scrutinised while AI trades are sharply down for the week.
- The numbers were not bad with quarter-on-quarter growth of 45% – but negativity focused on slowing growth relative to previous periods.
- As if AI could continue growing at stellar rates this far into the life cycle.
- Neoclouds like heavily-indebted CoreWeave needed no other catalyst to continue selling off – with their bonds being dumped while Papa Jensen™️ says they can save themselves.
Now, how does all this connect to the AI trade, Neoclouds, Hyperscalers and the broader indices and economy?
What can it tell us about the future of AI and the future of AI Labs like Anthropic and OpenAI?
...And why are hedge funds blowing up all over the place? 👀👇
Your 401(k) is a Ponzi
And you're getting wiped out too.
Philoinvestor
Let me give you a small tip before the paywall: There is no ROI.
Ok, let's get started
