Some of these mega-evaluations make me nervous. Maybe I'm overly bearish but I don't think Anthropic is that likely to generate enough revenue for this, particularly in a world with so many, often free, competitors.
Assuming I'm right, I'm not really looking forward to a point in 5 years when shareholders all suddenly decide they agree.
Assuming I'm right, I'm not really looking forward to a point in 5 years when shareholders all suddenly decide they agree.