"until I can get a few shares at a reasonable valuation"
I doubt you will. Most likely IPO reference price will be like SpaceX's, 100x ARR or so.
You're better off buying Google who own a huge chunk of Anthropic at a much saner average.
I doubt you will. Most likely IPO reference price will be like SpaceX's, 100x ARR or so.
You're better off buying Google who own a huge chunk of Anthropic at a much saner average.
https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile...
100x is staggering. These companies are priced as though we are already chewing through the solar system to create AI computronium. I'll pass--I expect I'll get a UBI when that scenario happens anyway.
But if it's 40x in October, and inference margin is strong, and revenue is still growing 20% per month, then I'm in.