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agreed: “I think Anthropic is an incredible business, but I've also been saying for a while now that frontier AI labs are being valued way t…
agreed: “I think Anthropic is an incredible business, but I've also been saying for a while now that frontier AI labs are being valued way too aggressively” Anthropic just filed for its IPO and some o
agreed: “I think Anthropic is an incredible business, but I've also been saying for a while now that frontier AI labs are being valued way too aggressively” Anthropic just filed for its IPO and some of these numbers are absolutely insane. The company generated 16.3 billion in revenue during the first half of 2026, compared to just 1.1 billion during the same period last year. That's incredible growth but what I find even more inter…
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- it takes balls to offer an IPO on a trillion dollar valuation when you are just months from bankruptcy. but maybe that’s what is happening. …
- An entire industry is being propped up by math that is literally insane.
- GOOGLE CEO: “THERE IS SOME IRRATIONALITY IN THE CURRENT AI BOOM. THE GROWTH OF AI INVESTMENT HAS BEEN AN EXTRAORDINARY MOMENT.” ASKED WHAT H…
Source: Gary Marcus (X) | 2026-10-26