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<p>$ANT $GOOGL $AIQ
How long can Anthropic grow faster than normal? TON618's answer is argued from the compute: the capacity already contracted is delivered on a schedule that closes in 2031, so the base case carries five years of compute-led growth, about 42% a year compounded to $303 billion of revenue, before converging to the economy's rate. Fortune 500 customers spend under 0.1% of their expenses on Claude, and the filing says demand "exceeds available compute." The bull case runs the same stage to $514 billion. The first test is the first public quarter: above $17.0 billion the stage is rebuilt on the bull case's growth; below $16.0 billion on the bear's.
#Anthropic #AI #Valuation</p>

$ANT $GOOGL $AIQ
How long can Anthropic grow faster than normal? TON618's answer is argued from the compute: the capacity already contracted is delivered on a schedule that closes in 2031, so the base case carries five years of compute-led growth, about 42% a year compounded to $303 billion of revenue, before converging to the economy's rate. Fortune 500 customers spend under 0.1% of their expenses on Claude, and the filing says demand "exceeds available compute." The bull case runs the same sta

$ANT $GOOGL $AIQ How long can Anthropic grow faster than normal? TON618's answer is argued from the compute: the capacity already contracted is delivered on a schedule that closes in 2031, so the base case carries five years of compute-led growth, about 42% a year compounded to $303 billion of revenue, before converging to the economy's rate. Fortune 500 customers spend under 0.1% of their expenses on Claude, and the filing says demand "exceeds available compute." The bull case runs the same stage to $514 billion. The first test is the first public quarter: above $17.0 billion the stage is rebuilt on the bull case's growth; below $16.0 billion on the bear's. #Anthropic #AI #Valuation

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