$100b of annualized profits at a 50x P/E ratio?
I think that's possible if Anthropic manages to ban open-weight models in the US. If they can't manage that, I don't yet see how they will reach profitability ...
I think that's possible if Anthropic manages to ban open-weight models in the US. If they can't manage that, I don't yet see how they will reach profitability ...
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