Amazon's $ANT stake and notes could equal 13-16.5% of its own market cap
RihardJarc · x · 2026-11-11
As $ANT (Anthropic) begins trading, analyst RihardJarc estimates Amazon's equity stake plus its notes could end up being worth 13-16.5% of Amazon's total market cap — highlighting how outsized the returns on its early Anthropic investment may be.
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