My main thing is - why would I buy their stock at the rumored valuation? Regardless of anything else that valuation is basically saying all their growth has been captured, unless they literally take over the world.
If you could go back in time and buy $1000 worth of Amazon when they IPO'd, it would be worth 3.3 million today. Because Amazon's stock value has grown on average 30% year over year for 30 years. Amazon's valuation when they went public was around 400 million.
How much can Anthropic reasonably grow from a 1.5 or 2 trillion dollar valuation? If we want them to grow even half as much as Amazon they'd have to be worth 5.9 quadrillion dollars by 2056. That's 5,900,000,000,000,000, a 16 digit number.
If you could go back in time and buy $1000 worth of Amazon when they IPO'd, it would be worth 3.3 million today. Because Amazon's stock value has grown on average 30% year over year for 30 years. Amazon's valuation when they went public was around 400 million.
How much can Anthropic reasonably grow from a 1.5 or 2 trillion dollar valuation? If we want them to grow even half as much as Amazon they'd have to be worth 5.9 quadrillion dollars by 2056. That's 5,900,000,000,000,000, a 16 digit number.