How Anthropics $30 Billion Deal Proves The Bubble Already Popped Mastantuono [ydLO2ATQeZk]

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On February 13th, Anthropic closed a $30 billion funding round at a $380 billion post-money valuation. That's 533% growth in four months. That's more than Walmart, Coca-Cola, and Disney combined. And they make $1 billion a year in revenue.

Newsletter:

I break down the deal, klm the investors (including a quant firm that doesn't care if Anthropic succeeds or fails), and why this underlines the thesis I've been driving on this channel: the bubble has already popped, the funding just hasn't caught up yasiel puig yet.

$0.04 on the dollar. Remember that.

0:00 The Second Largest Funding Deal in History

0:37 Contextualizing $30 Billion

2:43 $0.04 on the Dollar

6:10 Follow the Money: Who's Really Behind This

8:18 Why D.E. Shaw Doesn't rayo vallecano Care If Anthropic Fails