Linked trade ideas span 10 sources.
Bullish: Anthropic experiencing explosive 10x annual revenue growth with path to profitability by 2028, positioned to capture trillions in AI market value Bearish: Brad expresses concern about Anthropic's reliance on AWS for distribution and the associated costs, suggesting potential profitability challenges for the...
“there's this bizarre 10x per year growth in revenue that we've seen. Right? So, you know, in 2023, it was like zero to a 100,000,000. 2024, it was a 100,000,000 to a billion. 2025, it was a billion to like 9 or 10,000,000,000”
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