Leaked Anthropic pre-IPO broker call: destroy hyperscalers, $1T ARR by 4Q28
basedjensen · x · 2026-11-12
According to @quantian1, Anthropic's pre-IPO broker call took an aggressive tone: claiming they are destroying (or about to destroy) hyperscalers, every other lab, SpaceX, biotech and robot companies; chipmakers "may survive at our pleasure"; targeting $1T ARR by 4Q28; and telling investors to step aside — "it's capex time." Unverified single-source account.
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