Anthropic, AI and The “Numbers” Problem (opens in new tab)

Covers 6 stories including Anthropic/Claude AI is downCovered by 3 sources including Abnormal Returns, Memia

About a week ago I got a ping. Someone wanted to know if I knew someone who wanted $10 million of Anthropic common stock as a forward contract at $1 trillion. My first reaction was that we are so deep in a bubble that when we look up, all we see are sparkling, endless orbital …

Read the original article

Sign in to keep reading the full article.

Sign Up Log In

Covered in 3 articles

Abnormal Returns·

Sunday links: taking a stake

Memia·

Memia #2026.22: Big bang💥 margin on top of tokens💸 opus 4.8🆕 RTX spark💻⚡ token shock🤦 god’s eye 5.0🚗👁️ sandfish🦎🪐 woojer vest🎮👕 panopticon 2.0📹 galapagos syndrome🇯🇵 perfect randomness🎲

Discussed on Substack

The Torment Nexus·

Covered in 3 articles

Sunday links: taking a stake

Memia #2026.22: Big bang💥 margin on top of tokens💸 opus 4.8🆕 RTX spark💻⚡ token shock🤦 god’s eye 5.0🚗👁️ sandfish🦎🪐 woojer vest🎮👕 panopticon 2.0📹 galapagos syndrome🇯🇵 perfect randomness🎲

Have investors in AI companies lost their minds?