ANTHROPIC directional thesis
Anthropic's implied valuation keeps climbing as cheap-by-the-token inference unlocks workloads nobody could afford before and pay-per-token revenue compounds 10x a year off a still-early base.
“while this year might cost $30 billion, next year it'll cost $3 billion, the year after that $300 million, and by 2030 it'll be less expensive to monitor every single nook and cranny in this country than it is to remodel the White House.”5:18claim_id
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