Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Eisman says Anthropic's S-1 only discloses figures through the second quarter, with future capital commitments totaling 800 billion to 900 billion dollars, while third-quarter data is key to assessing the company.
Prof G Markets (Scott Galloway & Ed Elson) ·
Brett Winton, chief futurist at ARK Invest, speaks with CNA’s Asia First: ARK’s venture capital fund has held a stake in Anthropic for years. He believes Anthropic’s annualized revenue could exceed 100 billion dollars by year-end, frontier labs could generate a combined 3 trillion dollars in revenue by 2030 to 2031, and the 8 billion dollar loss is merely a fair-value adjustment on convertible bonds.
CNA (ChannelNewsAsia) ·
This episode of Prof G Markets is hosted by Ed Elson. Paul Kedrosky, managing partner at SK Ventures, breaks down Anthropic’s S-1 and notes that more than 800 billion dollars in computing commitments do not appear on its income statement. Financial Times US financial commentator Robert Armstrong then discusses whether the stock market could enter a pullback as the bond market demands increasingly high prices from AI data-center companies.
Prof G Markets (Scott Galloway & Ed Elson) ·
Bessemer Venture Partners partner Byron Deeter speaks with Bloomberg Tech: Anthropic’s listing will, for the first time, give public-market investors a true pure play on the AI software side. Bessemer has invested 650 million dollars since Series D, and the IPO means far more to its limited partners than a single exit.
Bloomberg Television ·
