Innlegg

#AnthropicIPOOnNasdaq $2T isn't capital rotating from OpenAI or SpaceX. It's comparables math Palantir trades near 53x revenue, Cloudflare/SpaceX near 41x. A 10x multiple on Anthropic's 2028 target alone clears $2T. That means $1.2T in revenue within a decade, 18x today's run rate. Wall Street's valuation people are split on whether that's real. Not a rotation debate. A growth-curve debate.