Wall Street Has No Idea What Anthropic Is Worth

Anthropic is heading into its IPO with surging revenue, massive compute commitments, and a new productivity suite taking aim at Microsoft. NLW breaks down the competing bull and bear cases, why the valuation headlines are misleading, and what the offering could mean for the entire AI trade. In the headlines: Google releases Gemini 4 Carbon, Nvidia’s China scandal deepens, and OpenAI’s revenue surges.

Check out How We Got Here Ep. 3 - How Gambling on Everything From Our Phones Became Normal

⁠⁠https://open.spotify.com/episode/4OHJ8GCtbEoAcSHsDT2Byr?si=B7qP-oAGS6SNRoPEGXGC7A⁠⁠

⁠⁠https://podcasts.apple.com/us/podcast/how-gambling-on-everything-from-our-phones-became-normal/id6822359990?i=1000800740286⁠⁠

Learn More about the AI Champions Program: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.besuper.ai/champions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠