AI valuations are getting harder to judge
Anthropic has huge potential, but the cost of staying ahead is insane
Iโm curious how the market prices that balance
Might take a position on its Pre-IPO perps on @okx ๐
Industry rumors point to an $80.7B first-half loss at Anthropic, nearly $9B in compute spending, $450B in cloud commitments over 7โ10 years and up to $86B to rent Nvidia chips.
Can revenue keep pace? The market is watching.
Trade Anthropic Pre-IPO perps on OKX.