@nataliefratto: Who is down for an S-1 bookclub? Anthropic first up. #anthropic #ipo #s1 #finance #explainer

user1155090788505 :

Im gonna get it yes get it!! But not right after IPO. IPO is always too much hype. There will be a correction. I will buy around that time.

AJ :

Don’t buy it the market is Overvalued and there will be a correction.

Albert :

no human job was lost in the making of this video

Rizztasstic :

Bruh did you intentionally ragebait us with this.

It's my turn :

Count me in for the bookclub — starting with Anthropic first makes sense, since the S-1 is the first real test of the valuation story. I'd love to see the revenue-versus-operating-costs section broken down first, because that gap is what everything else in the filing seems to hinge on.

Belloello :

I am grabbing my popcorn but not my wallet. It’s quite a financial sleight of hand to count paying enterprise customers in revenue and the compute cost to provide free AI to everyone else in Sales and Marketing. Plus all the lease obligations, plus the incredible debt load, plus the expectation from their investors to get a hefty return… to me, this is obviously a house made of cards. That said, I’d accept a job at Anthropic for a handful of options without a second thought :)

Malcolm 🇦🇺 :

You didn’t mention their huge forward capex commitments🤔

Fed :

Nice work

SparklingGranadilla :

How much of that is circular financing that is prevalent in the AI space?

kailamcc :

these videos are so great - thanks for this breakdown

user3845204019428 :

What makes up the revenue?

nope :

this feels derivative

Dera | Food & Recipes :

Preciate you

RisingLilith :

I always learn so much from your videos ❤️🧠

NOOB4TEVRTHING :

thanks twin

delgatto_x :

Clarsen Louis :

The 🐐

Jonathan Vasquez :

@Jonathan Vasquez: They fooling everyone. The reason their computer cost is low because of the 500 billion in future cost. The hyperscalers are fronting the bill through capex spending. Classic bubble. No winning everyone holding on, trying to win the IPO so they can break even at the cost of the public

DMG :

Brilliant! Loophole Bingo![Cool][Embarrassed][Innocent][Tears of joy][Heartwarming][Pray][Red heart][Big LOL]

user152289023 :

You forgot to mention how they’ve already lost 80 billion dollars this year

cloud_city_botanica :

my favorite pennnnnns

Louis ❤️ :

@Sofia Ashford Thank you for everything.

Louis ❤️ :

@Sofia Ashford You’re an inspiration.

Louis ❤️ :

Keep up the amazing work.@Sofia Ashford

Louis ❤️ :

You make things look easy.@Sofia Ashford