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STOP COMPARING ANTHROPIC TO GOOGLE Let me destroy that comparison in three lines - Google IPO valuation: $23B - Anthropic IPO valuation: $965B That's 42x more expensive before retail even touches it For Anthropic to match Google's return - it would need a $175 trillion market cap The entire... show more

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219,235 次观看 • 5 个月前 •via X (Twitter)

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28 条评论

K.Nardashev (l/acc) 的头像

K.Nardashev (l/acc)5 个月前

That's idiotic logic; obviously Anthrooic will surpass Google's revenue by 2040.

Matthieu • 孟德的头像

Matthieu • 孟德5 个月前

Didn’t Anthropic just say that they did their first profitable quarter or about to hit it ?

Hunter Mattocks 的头像

Hunter Mattocks5 个月前

@SamanthaLaDuc

ewan.wang 的头像

ewan.wang5 个月前

This is a transfer and a plunder of wealth. That is why Warren Buffett chose this exact moment to buy Google. Google's value will increase while Claude's will decrease. Eventually, they will meet at the same level, and you will realize that Buffett was right.

Bad Takes 的头像

Bad Takes5 个月前

AI bubble gonna burst soon. Every western AI will be crushed by Chinese AI with scale and at 1/100 of the cost.

AI Mastery Guide 的头像

AI Mastery Guide5 个月前

42x more expensive than Google at IPO and currently unprofitable. The math is genuinely hard to argue with here.

AG 的头像

AG5 个月前

These AI labs can eat some of today’s mega caps alive. That’s a high bar, not impossible.

Nosey Parker 的头像

Nosey Parker5 个月前

Everybody's majoring in the minors. With all the valuation noise, you're missing that you don’t actually have to wait for the IPO to get skin in the game. $SKM on the NYSE already hands you ~0.5% exposure (~$5bn stake) at a total market cap of just $17bn. The rest? Cash-gushing telco machine, red-hot AI data centres, and a tidy little portfolio of proper multi-baggers ($PENG, $IONQ, Perplexity, Lambda, Rebellions + plenty more). SOTP ex-Anthropic still clears $18bn easy - full waterfall and model in my pinned tweets. That Anthropic slice on top is straight free upside. $1T or $2T valuation… either way it’s a no-brainer.

Jonathan Reese 的头像

Jonathan Reese5 个月前

maybe in 20 years $175 trillion is literally nothing.

Gregor 的头像

Gregor5 个月前

might be wrong but 965B is a private round valuation not an IPO price. google's 23B was actual listing day. if anthropic prices with a haircut the whole 42x gap shifts. what are you modeling the IPO at?

Terry Julian 的头像

Terry Julian5 个月前

Shhhhhhhhh I want to short the stock! I want it high

Sam 的头像

Sam5 个月前

Finally, thank you

Jeremy Mcnabb 的头像

Jeremy Mcnabb5 个月前

Unclear You are using money as a metric. The easiest way to find all the fuck ups

Pure 的头像

Pure5 个月前

$965B pre-revenue profit. Wild times

Herald 的头像

Herald5 个月前

This is why i don't touch AI IPOs

David Goldberg 的头像

David Goldberg4 个月前

The $965B valuation implies only 10.8% long-term growth at current margins. The real contradiction isn't the safety paper - it's that the market is pricing Anthropic like a utility, not a frontier AI lab.

Reverend McAirty 的头像

Reverend McAirty5 个月前

Retarded.

Bev&Jake In Pittsburgh 的头像

Bev&Jake In Pittsburgh5 个月前

yeah, Google precious

Ethan Walker 的头像

Ethan Walker5 个月前

$175 trillion market cap means you're pricing in Anthropic owning the entire global economy. That math works until you think about antitrust.

Gargoyle 的头像

Gargoyle5 个月前

Latecomers always fund the exit

Merwan 的头像

Merwan5 个月前

You should look up market efficiency theory.

Zach🤘🏽 的头像

Zach🤘🏽5 个月前

Also.. they were profitable in Q2.

Hunter Mattocks 的头像

Hunter Mattocks5 个月前

@TheMaverickWS

Thomas Scott 的头像

Thomas Scott5 个月前

You are financially illiterate

Polmer 的头像

Polmer5 个月前

Saved

Mark Patient 的头像

Mark Patient5 个月前

How'd you get the data going out to 2050 already?

Chaos Capitalist 的头像

Chaos Capitalist5 个月前

Google owns the transformer architecture every LLM runs on, they are just collecting a toll fee

Tricampeon 的头像

Tricampeon5 个月前

anthropic didnt made it to the ipo

相关视频

🚨 THIS IS ABSOLUTE MADNESS! Everyone is hyping Anthropic as the next Google. But here’s the brutal truth: When Google went public, its valuation was just $23B. Anthropic is raising at $965B. That's 42 times bigger. You're not early. You're late. Let that sink in: To match Google's 18,200% return from this valuation, Anthropic would need to reach $175 trillion market cap. That’s more than the entire planet’s GDP. But the math is only half the problem. At its IPO Google was already profitable with 90% margins. By contrast, Anthropic is deeply unprofitable. Even with $47B in revenue, they spend way more than they earn. Every cent goes straight to paying for chips and data centers. This trillion-dollar listing isn't an opportunity for you. It is a desperate cash-out event for private backers. Your portfolio is just their exit liquidity. Don't say I didn't warn you. For the record, I've called every major turn for the last 10 years, including the $111K top in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. Most people will only realize what happened when it's too late.

🚨 THIS IS ABSOLUTE MADNESS! Everyone is hyping Anthropic as the next Google. But here’s the brutal truth: When Google went public, its valuation was just $23B. Anthropic is raising at $965B. That's 42 times bigger. You're not early. You're late. Let that sink in: To match Google's 18,200% return from this valuation, Anthropic would need to reach $175 trillion market cap. That’s more than the entire planet’s GDP. But the math is only half the problem. At its IPO Google was already profitable with 90% margins. By contrast, Anthropic is deeply unprofitable. Even with $47B in revenue, they spend way more than they earn. Every cent goes straight to paying for chips and data centers. This trillion-dollar listing isn't an opportunity for you. It is a desperate cash-out event for private backers. Your portfolio is just their exit liquidity. Don't say I didn't warn you. For the record, I've called every major turn for the last 10 years, including the $111K top in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. Most people will only realize what happened when it's too late.

MARMOT

213,713 次观看 • 5 个月前

ANTHROPIC NEEDS TO BECOME LARGER THAN THE ENTIRE WORLD ECONOMY TO JUSTIFY ITS PRICE Google IPO'd at $23 billion Anthropic wants $965 billion before a single retail investor touches it That's 42x more expensive at the starting line Now run the math on what early buyers actually need to make their money back For Anthropic to match Google's returns from here, the company needs to reach $175 trillion Global GDP is $110 trillion The target is larger than everything every country on earth produces in an entire year Google was profitable at IPO Anthropic is burning billions every quarter with no clear path to break even The people selling you this opportunity got in at $5 billion They need you at $965 billion to make their return real That's not investing in the future that's being the exit for people who arrived years before you I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened When I rotate my positions, this account posts it first Turn notifications on if you're not following yet, you'll understand why that was a mistake later

ANTHROPIC NEEDS TO BECOME LARGER THAN THE ENTIRE WORLD ECONOMY TO JUSTIFY ITS PRICE Google IPO'd at $23 billion Anthropic wants $965 billion before a single retail investor touches it That's 42x more expensive at the starting line Now run the math on what early buyers actually need to make their money back For Anthropic to match Google's returns from here, the company needs to reach $175 trillion Global GDP is $110 trillion The target is larger than everything every country on earth produces in an entire year Google was profitable at IPO Anthropic is burning billions every quarter with no clear path to break even The people selling you this opportunity got in at $5 billion They need you at $965 billion to make their return real That's not investing in the future that's being the exit for people who arrived years before you I've called every major top and bottom for 15 years, including the $16K bottom and the $126K top both publicly, both before they happened When I rotate my positions, this account posts it first Turn notifications on if you're not following yet, you'll understand why that was a mistake later

philarekt

11,492 次观看 • 3 个月前

🚨 ANTHROPIC NEEDS TO GROW 500X TO JUSTIFY ITS IPO PRICE!! Google hit the public market at $23,000,000,000. Anthropic wants $965,000,000,000. Before a single retail investor touches it. That gap is 42x. 42 TIMES MORE expensive before the opening bell. Now run the numbers on what that actually means. For early Anthropic buyers to match what Google returned, the company needs to reach $175,000,000,000,000. Global GDP is $110,000,000,000,000. The target is larger than the entire world economy produces in a year. That's not ambitious. That's math that doesn't add up. Google entered its IPO generating profit. Anthropic is spending billions every quarter with no clear path to break even. The people selling you this opportunity got in at $5B. They need you at $965B to make their return real. That's not investing in the future. That's being the exit for people who arrived years before you. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 ANTHROPIC NEEDS TO GROW 500X TO JUSTIFY ITS IPO PRICE!! Google hit the public market at $23,000,000,000. Anthropic wants $965,000,000,000. Before a single retail investor touches it. That gap is 42x. 42 TIMES MORE expensive before the opening bell. Now run the numbers on what that actually means. For early Anthropic buyers to match what Google returned, the company needs to reach $175,000,000,000,000. Global GDP is $110,000,000,000,000. The target is larger than the entire world economy produces in a year. That's not ambitious. That's math that doesn't add up. Google entered its IPO generating profit. Anthropic is spending billions every quarter with no clear path to break even. The people selling you this opportunity got in at $5B. They need you at $965B to make their return real. That's not investing in the future. That's being the exit for people who arrived years before you. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

188,939 次观看 • 4 个月前

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Google went public at $23,000,000,000 Anthropic is eyeing $965,000,000,000 Even before retail gets a single share. That's 42 TIMES MORE expensive at the starting line. This is the place where the math is not mathing... To deliver the same return Google gave early investors, Anthropic needs to reach a $175,000,000,000,000 market cap. The entire global economy produces only $110 TRILLION per year. The math is physically impossible, not just unlikely. And here's where it gets worse: Google walked into its IPO profitable. Anthropic is burning billions with ZERO profit. You're not getting in early on the next search engine. You're providing liquidity for the people who actually got in early. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

🚨 WARNING: SOMETHING EXTREMELY BAD IS HAPPENING... Google went public at $23,000,000,000 Anthropic is eyeing $965,000,000,000 Even before retail gets a single share. That's 42 TIMES MORE expensive at the starting line. This is the place where the math is not mathing... To deliver the same return Google gave early investors, Anthropic needs to reach a $175,000,000,000,000 market cap. The entire global economy produces only $110 TRILLION per year. The math is physically impossible, not just unlikely. And here's where it gets worse: Google walked into its IPO profitable. Anthropic is burning billions with ZERO profit. You're not getting in early on the next search engine. You're providing liquidity for the people who actually got in early. This sounds SCARY, but I'll keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Follow me and turn NOTIFICATIONS ON, as I will share my strategy soon. Many will regret not following me earlier...

ᴛʀᴀᴄᴇʀ

363,451 次观看 • 5 个月前

🚨 WARNING: MOST INVESTORS HAVEN’T REALIZED THIS YET… Google went public at a $23B valuation. Anthropic is reportedly eyeing $965B. That’s 42× higher… Before retail investors can even buy a single share. The biggest gains are no longer happening in the stock market. They’re happening in the private market. And here’s the scary part: Google was profitable when it IPO’d. Anthropic is still losing billions. Retail investors keep thinking they’re “getting in early.” But the people getting rich already did.

🚨 WARNING: MOST INVESTORS HAVEN’T REALIZED THIS YET… Google went public at a $23B valuation. Anthropic is reportedly eyeing $965B. That’s 42× higher… Before retail investors can even buy a single share. The biggest gains are no longer happening in the stock market. They’re happening in the private market. And here’s the scary part: Google was profitable when it IPO’d. Anthropic is still losing billions. Retail investors keep thinking they’re “getting in early.” But the people getting rich already did.

Noah

137,573 次观看 • 3 个月前

safe to say Dan Niles is not buying into OpenAI's IPO "OAI is in a squeeze between the two of them" (Google on consumer and Anthropic on enterprise)

safe to say Dan Niles is not buying into OpenAI's IPO "OAI is in a squeeze between the two of them" (Google on consumer and Anthropic on enterprise)

Deirdre Bosa

42,289 次观看 • 6 个月前

ANTHROPIC IPO COULD BE THE BIGGEST OPPORTUNITY OF YOUR LIFE. GOOGLE DID +20,000% SINCE ITS IPO. Anthropic, the lab powering AI for 8 of the 10 biggest companies in the world, is targeting October 2026. Revenue: $1B in early 2025 to a $30B run rate today. 10x growth, three years in a row. Secondary markets already price it near $800,000,000,000. Turn notifications ON for updates on the Anthropic IPO.

ANTHROPIC IPO COULD BE THE BIGGEST OPPORTUNITY OF YOUR LIFE. GOOGLE DID +20,000% SINCE ITS IPO. Anthropic, the lab powering AI for 8 of the 10 biggest companies in the world, is targeting October 2026. Revenue: $1B in early 2025 to a $30B run rate today. 10x growth, three years in a row. Secondary markets already price it near $800,000,000,000. Turn notifications ON for updates on the Anthropic IPO.

CryptoGoos

81,168 次观看 • 5 个月前

google deepmind releasing a cheap and best in class coding model right as anthropic is about to ipo

google deepmind releasing a cheap and best in class coding model right as anthropic is about to ipo

peepeepoopoo

48,290 次观看 • 2 个月前

$SPCX is up 40% from it's $1.75T IPO valuation. Now just imagine what happens with Anthropic... These 3 stocks are holding billions worth of Anthropic exposure ahead of the IPO.

$SPCX is up 40% from it's $1.75T IPO valuation. Now just imagine what happens with Anthropic... These 3 stocks are holding billions worth of Anthropic exposure ahead of the IPO.

Michael Sikand

21,925 次观看 • 4 个月前

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

BuBBliK

18,631 次观看 • 5 个月前

Anthropic plans to warn investors that advanced AI could pose 'catastrophic or existential risks to humanity' as it seeks a $2 trillion valuation, the biggest IPO in history. Mike Dolan explains

Anthropic plans to warn investors that advanced AI could pose 'catastrophic or existential risks to humanity' as it seeks a $2 trillion valuation, the biggest IPO in history. Mike Dolan explains

Reuters

57,112 次观看 • 1 个月前

Feb 2023: Google invests $300M in Anthropic Oct 2023: Google adds $2B Mar 2025: Google adds $1B Oct 2025: Anthropic deal for ~1M Google TPUs Apr 2026: Multi-GW TPU deal, Google invests an additional $40B May 2026: Anthropic commits ~$200B to Google Cloud

Feb 2023: Google invests $300M in Anthropic Oct 2023: Google adds $2B Mar 2025: Google adds $1B Oct 2025: Anthropic deal for ~1M Google TPUs Apr 2026: Multi-GW TPU deal, Google invests an additional $40B May 2026: Anthropic commits ~$200B to Google Cloud

JT

1,723,376 次观看 • 6 个月前

Bitcoin is ripping again, and investors are wondering if they should pile in before the bull, or keep cash on the sideline to wait for the Anthropic IPO. IT'S THE $17 TRILLION QUESTION: BITCOIN, OR ANTHROPIC?

Bitcoin is ripping again, and investors are wondering if they should pile in before the bull, or keep cash on the sideline to wait for the Anthropic IPO. IT'S THE $17 TRILLION QUESTION: BITCOIN, OR ANTHROPIC?

Cory Klippsten 🦢 Swan.com

27,096 次观看 • 1 个月前

Anthropic (Anthropic) is reportedly preparing to raise $100 billion in an IPO, which would bring the company's valuation to roughly $2 trillion. Alongside its financial expansion, Anthropic (Anthropic) is also considering rolling out a next-generation AI model to further advance its competitive position. Anthropic (Anthropic), headquartered in San Francisco, California, United States, was founded in 2021 by Dario Amodei (Dario Amodei), Daniela Amodei (Daniela Amodei), Jack Clark, Jared Kaplan, Sam McCandlish, and Tom Brown.

Anthropic (Anthropic) is reportedly preparing to raise $100 billion in an IPO, which would bring the company's valuation to roughly $2 trillion. Alongside its financial expansion, Anthropic (Anthropic) is also considering rolling out a next-generation AI model to further advance its competitive position. Anthropic (Anthropic), headquartered in San Francisco, California, United States, was founded in 2021 by Dario Amodei (Dario Amodei), Daniela Amodei (Daniela Amodei), Jack Clark, Jared Kaplan, Sam McCandlish, and Tom Brown.

Silicon Valley Investclub

16,577 次观看 • 1 个月前

Tristan Thompson investing early in Anthropic after having dinner with some employees is the AI age version Shaq getting into the Google Series A round in 1999 — 5 years before IPO — after overhearing two Google employees chatting at the Beverly Hills Hotel lobby.

Tristan Thompson investing early in Anthropic after having dinner with some employees is the AI age version Shaq getting into the Google Series A round in 1999 — 5 years before IPO — after overhearing two Google employees chatting at the Beverly Hills Hotel lobby.

Trung Phan

1,261,409 次观看 • 5 个月前

🚨 THIS IS HOW THE S&P 500 WILL CRASH The Fed is about to hike rates again. Oil is above $100. The S&P 500 has stopped growing. And Anthropic is preparing to go public at a $2 TRILLION valuation and raise $100 BILLION. Now ask yourself one question: WHERE DOES THAT $100 BILLION COME FROM? Funds need cash. Institutions need allocation. And the easiest place to get it is from the same stocks they are already massively overweight: Nvidia. Microsoft. Google. Amazon. Meta. The exact companies holding the S&P 500 near all-time highs. The Mag 7 already controls more than 34% of the entire index. Without AI, this market would already look completely different. Now Wall Street is preparing to pull liquidity OUT of the companies keeping it alive. THE STOCKS HOLDING UP THE MARKET ARE ABOUT TO BECOME THE SOURCE OF LIQUIDITY FOR ANTHROPIC. And here is the part almost nobody understands: Anthropic will NOT immediately enter the S&P 500. So institutions can sell S&P holdings to fund the IPO... But passive S&P money does NOT automatically flow back into Anthropic. That creates a liquidity vacuum: MAG 7 → SELLING ANTHROPIC → BUYING S&P 500 → LOSING ITS SUPPORT AND PUBLIC MARKET LIQUIDITY BECOMES EXIT LIQUIDITY FOR PRIVATE INSIDERS. We’ve seen this before. - 1972: Nifty Fifty. - 2000: Dot-com IPO mania. - 2021: SPACs. Coinbase. Robinhood. Rivian. Now it’s Anthropic: - $2 TRILLION valuation. - $100 BILLION raise. Retail thought they were buying the future. They were buying near the end of the liquidity cycle. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. Remember, I’ve been trading markets for over 15 years. When the liquidation starts and I see the level worth buying, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 THIS IS HOW THE S&P 500 WILL CRASH The Fed is about to hike rates again. Oil is above $100. The S&P 500 has stopped growing. And Anthropic is preparing to go public at a $2 TRILLION valuation and raise $100 BILLION. Now ask yourself one question: WHERE DOES THAT $100 BILLION COME FROM? Funds need cash. Institutions need allocation. And the easiest place to get it is from the same stocks they are already massively overweight: Nvidia. Microsoft. Google. Amazon. Meta. The exact companies holding the S&P 500 near all-time highs. The Mag 7 already controls more than 34% of the entire index. Without AI, this market would already look completely different. Now Wall Street is preparing to pull liquidity OUT of the companies keeping it alive. THE STOCKS HOLDING UP THE MARKET ARE ABOUT TO BECOME THE SOURCE OF LIQUIDITY FOR ANTHROPIC. And here is the part almost nobody understands: Anthropic will NOT immediately enter the S&P 500. So institutions can sell S&P holdings to fund the IPO... But passive S&P money does NOT automatically flow back into Anthropic. That creates a liquidity vacuum: MAG 7 → SELLING ANTHROPIC → BUYING S&P 500 → LOSING ITS SUPPORT AND PUBLIC MARKET LIQUIDITY BECOMES EXIT LIQUIDITY FOR PRIVATE INSIDERS. We’ve seen this before. - 1972: Nifty Fifty. - 2000: Dot-com IPO mania. - 2021: SPACs. Coinbase. Robinhood. Rivian. Now it’s Anthropic: - $2 TRILLION valuation. - $100 BILLION raise. Retail thought they were buying the future. They were buying near the end of the liquidity cycle. And that’s exactly where the next real buying opportunity appears. I’m not afraid of the dump. I’M WAITING FOR IT. Remember, I’ve been trading markets for over 15 years. When the liquidation starts and I see the level worth buying, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

690,888 次观看 • 1 个月前

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

TBPN

944,799 次观看 • 9 个月前

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

🚨 WARNING: ANTHROPIC'S IPO WILL CRASH THE MARKETS! This is the BIGGEST liquidity drain in WHOLE market history. Anthropic is expected to go public at a ~$1.5 TRILLION valuation. And if you think it's just another scary headline YOU'RE COMPLETELY WRONG. Money does NOT appear from nowhere. If investors want exposure to $ANTH, they will sell what they already own. - Microsoft, Google, Meta shares. - OpenAI and other AI-adjacent positions. - High beta tech. - Crypto. That one fact explains a lot. Because this is NOT just an IPO. It is a capital extraction event. Everyone sees the Claude hype. Almost nobody sees the forced selling. And it gets worse. Anthropic is ~80% owned by strategic giants. Amazon and Google. The public float will be microscopic. That means insiders are sitting on over a TRILLION in paper wealth. Once lockups expire, the quiet unwind begins. Exactly when retail piles in on the hype. Now connect the dots. - Existing AI stocks get sold. - Capital rotates out of $MSFT, $GOOGL, $NVDA. - High beta assets dump. - Strategics take liquidity. - Retail holds the bag. This is NOT a normal IPO. It is one of the largest liquidity events in tech market history. Markets are NOT pricing this in right now. But they will. I've studied macro for 10 years. I've called almost every major top. Follow and turn notifications on. I'll post the warning BEFORE it hits the headlines.

Wimar.X

21,376 次观看 • 5 个月前

🚨 EVERY MEGA IPO HAS MARKED THE END OF A BUBBLE This pattern has repeated for almost 100 YEARS. 1928 → Goldman Sachs IPO → 1929 crash: -86% 1971 → Intel IPO → 1973 crash: -53% 2000 → AT&T Wireless IPO → dot-com crash: -51% 2026 → Anthropic IPO → 2026 crash: **% Every time, one of the biggest IPO of the era arrived near the peak of a major market cycle. Euphoria peaks → liquidity gets distributed → the market breaks. Now Anthropic is preparing to go public in the middle of the biggest AI boom in history. If this cycle repeats, the Anthropic IPO could be the FINAL liquidity event before the AI bubble breaks. And the old market cycle below is pointing at 2026 too. Coincidence? I don't think so. Turn notifications on. If you're not following yet, you'll understand why that was a mistake later.

🚨 EVERY MEGA IPO HAS MARKED THE END OF A BUBBLE This pattern has repeated for almost 100 YEARS. 1928 → Goldman Sachs IPO → 1929 crash: -86% 1971 → Intel IPO → 1973 crash: -53% 2000 → AT&T Wireless IPO → dot-com crash: -51% 2026 → Anthropic IPO → 2026 crash: **% Every time, one of the biggest IPO of the era arrived near the peak of a major market cycle. Euphoria peaks → liquidity gets distributed → the market breaks. Now Anthropic is preparing to go public in the middle of the biggest AI boom in history. If this cycle repeats, the Anthropic IPO could be the FINAL liquidity event before the AI bubble breaks. And the old market cycle below is pointing at 2026 too. Coincidence? I don't think so. Turn notifications on. If you're not following yet, you'll understand why that was a mistake later.

DANNY

77,454 次观看 • 2 个月前

GOOGLE SIGNS $5B DEAL WITH ANTHROPIC @jason: Who Nvidia's biggest competitor? Chris Lattner "Google... They are way better already and have the opportunity to add a couple trillion to their marketcap." From episode 6 of This Week in AI.

GOOGLE SIGNS $5B DEAL WITH ANTHROPIC @jason: Who Nvidia's biggest competitor? Chris Lattner "Google... They are way better already and have the opportunity to add a couple trillion to their marketcap." From episode 6 of This Week in AI.

This Week in AI

161,643 次观看 • 7 个月前