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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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216,738 görüntüleme • 1 ay önce •via X (Twitter)

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🚨 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

213,193 görüntüleme • 1 ay önce

🚨 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 görüntüleme • 1 ay önce

🚨 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 görüntüleme • 1 ay önce

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 görüntüleme • 3 ay önce

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

80,607 görüntüleme • 1 ay önce

🚨 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 görüntüleme • 1 ay önce

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

1,721,725 görüntüleme • 2 ay önce

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 görüntüleme • 1 ay önce

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

944,705 görüntüleme • 5 ay önce

🚨 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

21,304 görüntüleme • 1 ay önce

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 görüntüleme • 3 ay önce

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." From his January appearance on the show.

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." From his January appearance on the show.

TBPN

93,944 görüntüleme • 4 ay önce

Entrepreneur Naval Ravikant: "two years ago, people thought there were five kings in the AI race: Google, Elon, Meta, OpenAI, and Anthropic but there are only two kings now: OpenAI and Anthropic" Google, I think, has lost it. That's quite sad

Entrepreneur Naval Ravikant: "two years ago, people thought there were five kings in the AI race: Google, Elon, Meta, OpenAI, and Anthropic but there are only two kings now: OpenAI and Anthropic" Google, I think, has lost it. That's quite sad

Haider.

28,236 görüntüleme • 7 gün önce

What will happen when OpenAI, Anthropic, and Google raise the price to access their latest models by 10x?

What will happen when OpenAI, Anthropic, and Google raise the price to access their latest models by 10x?

Santiago

112,251 görüntüleme • 3 ay önce

💰 Google's market cap is settling above $4 trillion. Sorry, Nvidia. Google is the new AI market darling.

💰 Google's market cap is settling above $4 trillion. Sorry, Nvidia. Google is the new AI market darling.

Yahoo Finance

17,938 görüntüleme • 5 ay önce

SpaceX IPO is the biggest pump and dump in financial history Mark my words. People buying this IPO will lose everything. The valuation is $1.75 trillion for a company that isn't profitable. Insiders own around 95% of the shares and $1.6 trillion in paper wealth. By November up to 93% of those shares will unlock for sale. That is the textbook setup for the biggest exit event ever. Retail will lose 60% to 80% of their capital within months. The smart money already sold before the bell rang. Follow to know what is happening before the headlines catch up.

SpaceX IPO is the biggest pump and dump in financial history Mark my words. People buying this IPO will lose everything. The valuation is $1.75 trillion for a company that isn't profitable. Insiders own around 95% of the shares and $1.6 trillion in paper wealth. By November up to 93% of those shares will unlock for sale. That is the textbook setup for the biggest exit event ever. Retail will lose 60% to 80% of their capital within months. The smart money already sold before the bell rang. Follow to know what is happening before the headlines catch up.

winkle.

56,695 görüntüleme • 1 ay önce

I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

Brian Roemmele

85,386 görüntüleme • 3 ay önce

🚨 MICHAEL BURRY JUST FOUND THE DEBT UNDER THE AI BOOM APOLLO IS RAISING $38B TO BUY GOOGLE AI CHIPS FOR ANTHROPIC ANTHROPIC SUCKS IN ALL LIQUIDITY FROM TECH COMPANIES VERY BAD SIGN

🚨 MICHAEL BURRY JUST FOUND THE DEBT UNDER THE AI BOOM APOLLO IS RAISING $38B TO BUY GOOGLE AI CHIPS FOR ANTHROPIC ANTHROPIC SUCKS IN ALL LIQUIDITY FROM TECH COMPANIES VERY BAD SIGN

Leshka.eth ⛩

1,866,468 görüntüleme • 1 ay önce

Jason's AI Pair Trade: Short OpenAI. Long Google, xAI, and Anthropic. Why? OpenAI's competition is fierce. " They're facing a Google firing on all cylinders, Anthropic, and Grok beating them in the leaderboards pretty consistently." Polymarket has Google's Gemini 3 at ~87% to finish 2025 as the top-ranked LLM. Over the last six months, Gemini has started to shrink ChatGPT's massive lead in traffic share. Recorded at the The Venetian Resort Las Vegas!

Jason's AI Pair Trade: Short OpenAI. Long Google, xAI, and Anthropic. Why? OpenAI's competition is fierce. " They're facing a Google firing on all cylinders, Anthropic, and Grok beating them in the leaderboards pretty consistently." Polymarket has Google's Gemini 3 at ~87% to finish 2025 as the top-ranked LLM. Over the last six months, Gemini has started to shrink ChatGPT's massive lead in traffic share. Recorded at the The Venetian Resort Las Vegas!

The All-In Podcast

210,598 görüntüleme • 7 ay önce

During the 2019 Berkshire Hathaway AGM, Buffett and Munger said they “screwed up” by not buying Google at its IPO. They avoided tech but has “insights” into Google because GEICO was paying “$10 a click” when the marginal cost was $0 and they could see in their “own operations how well Google advertising was working.” Munger then said that Apple was their “atonement”.

During the 2019 Berkshire Hathaway AGM, Buffett and Munger said they “screwed up” by not buying Google at its IPO. They avoided tech but has “insights” into Google because GEICO was paying “$10 a click” when the marginal cost was $0 and they could see in their “own operations how well Google advertising was working.” Munger then said that Apple was their “atonement”.

Trung Phan

742,658 görüntüleme • 8 ay önce