publisheddirectional thesisLONGyoutubenot an explicit trade
ANTHROPIC directional thesis
Anthropic compounding 10x on revenue makes $60B entry the cheapest deal of the year as it heads to trillions
$586.90entry snapshot
pendingcurrent snapshot
— pendingsince mention
“So that business, when we invested, was doing about $880 million, which was a 10x growth from the year before.”6:37claim_id
mcl_2942bc04a0929767abopen evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 6:37
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