Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions
All-In Podcast · 85:47 · Watch on YouTube
Anthropic's $100B IPO filing for a $1.5-2T valuation shows hypergrowth to $16.3B in H1 2026 with 85% incremental margins and extreme capital efficiency, which the hosts frame as potentially the greatest franchise in b...