Anthropic's July-31×365 Annualized Revenue Method Draw Fire as Son Predicts Labs Must IPO
whurley · x · 2026-09-25
Ed Zitron questioned an analyst memo's method of annualizing Anthropic's revenue by multiplying a single day's (July 31) revenue by 365. The referenced memo argues AI labs must go public because private markets are tapped out and Masayoshi Son is exhausted, with the game now about luring passive funds to buy in while VCs and employees offload their "tulips" — a pointed AI-bubble take.
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