ANTHROPIC directional thesis
On the confidential S-1 news, ThreadGuy expects Anthropic to be bid aggressively and structured like the SpaceX IPO so it is hard to go down, on top of explosive revenue growth.
“this to me is the stock people are going to be like foaming at the mouth to long... I think people are going to be foaming at the absolute mouth to get exposure to Anthropic.”90:26claim_id
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