Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.
Bullish
$OPENAI— OpenAI experiencing unprecedented revenue growth reaching $20B run rate, with strong institutional demand and potential IPO coming.
$ANTHROPIC— Anthropic hitting $14B run rate with extraordinary monthly revenue growth, potentially undervalued given growth trajectory.
$AIMODELS— AI models crossing critical threshold where they're now competing with labor budgets rather than IT budgets, driving massive revenue expansion.
Bearish
$DATACENTER— 40% of protested data centers getting canceled due to negative public sentiment and regulatory opposition, removing billions in potential revenue.