ANTHROPIC directional thesis
Anthropic's implied valuation gets a forced public mark as its just-filed S-1 drags the biggest pool of private AI value into the open at the top of an IPO wave.
“Which is, as we were saying, is sort of unique, a capital that is uniquely ill-suited to be complementary to the production of AI or the serving of AI or to robots or the kinds of goods that the rich will bid up the prices of.”65:29claim_id
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