The Anthropic S-1 filing will challenge the assumptions of macro and value investors.
“The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications”
Baker predicts that Anthropic's S-1 filing will reveal that AI tokens are not subsidized, contradicting assumptions held by many macro and value investors.
“The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized.”