Daniel Flax, Neuberger senior research analyst and managing director, says Anthropic’s S-1 signals an “extraordinary growth trajectory ahead.” Speaking on “Bloomberg Open Interest,” Flax also acknowledges Anthropic faces challenges from competition.
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source

No moat mate
0:28 "the numbers are extraordinary" you mean the ARR numbers? I just did 10 pushups in the past minute, my ARR is 5.2 million pushups. Just following Anthropic's approach.
2:58 saying that closed models keeps your data private tells me everything I need to know about this ghoul. You can run inference on open models while keeping your data private, what matters is where the inference is happening
Meta muse is useless. Perv glasses plus locked Muse = perv package 📦 Meta is selling fake stock to give Mark an IOU. Meta haves burned all income at a point of no return.
If you want to keep private your data, you use the open source models on your laptop! This man is talking bullshit!
Biggest rugpull in history. Don't ever let the govt bailout these people, put Dario in a cell next to SBF so they can be roommates instead!
dario is going to be in prison after the recent elections interference
Profits?
The discussion should be on the balance sheet not income statement
What a bs! Those journalists get stupid by an hour
No wonder they had to ipo quick 80B in losses they need you to dump money into them
Breathless hysteria
Ok ask yourself, can you as john / Jane Doe afford a decent living with complete financial security for the next 10 years? If yes, great buy a house, if you save some more money, then go ahead get that affordable truck/sedan/whatever suits you boat!! Tbh i can’t, despite earning slightly more than my country’s average Joe!
Entire financial industry pulling out all the stops to glaze this turd
Any company who isn't net positive in last 1 year should not be allowed to ipo or into index
So is the Antropic business model based on companies and governments protecting themselves from Antropic or OpenAI models?
Is he ai??
Doesn't signal shit. It's a CLAIM. God reporters are dumb
Growth ahead? In the future? Awesome!
Fun fact: the future is where all the empty promises are aimed at
They said we will make more money in future. Shocker, we should believe them.