Ok, but I don't want Anthropic to be worth 2 trillion. Because then I'm just breaking even. I want, lets say, 5x that. I don't think anyone would buy it for only that - but even at 5x they need to be making $400-500B a year, 3x what Microsoft is currently making.
replyAt reasonable expected returns stock market will 5x in about 18-19 years. Anthropic has a lot of time to get to that 10T.
replyI disagree. AI is supposedly a more disruptive technology than a simple e-commerce website created by a single dude.
replyWhat do you disagree with?
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