"Anthropic grew their tokens sold by 80x in 12 months. Goldman Sachs is projecting another 24x. We are so far past 20% revenue growth. How do you even value that? I've never seen anything like this before." @JohnTinsman on why the AI bubble narrative doesn't hold up.

"Anthropic grew their tokens sold by 80x in 12 months. Goldman Sachs is projecting another 24x. We are so far past 20% revenue growth. How do you even value that? I've never seen anything like this before." @JohnTinsman on why the AI bubble narrative doesn't hold up.

“Anthropic’s preferred revenue metric” https://x.com/johnarnold/status/2061528649283584066

ANTHROPIC VALUATION: $965B TOYOTA VALUATION: $248B ANTHROPIC REVENUE: $9B TOYOTA REVENUE: $337B Anthropic is now worth 4 Toyotas with 38 times smaller revenue, OpenAI - same story. And you keep claiming AI is not a bubble? https://x.com/Kalshi_Finance/status/2061496150847328562