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Open original source ↗Key downside of projections leaking from the fundraising at large model companies - the press records these & you will be measured against these hurdles, which seem extremely high. After all, remember that valuations are simply discounted future expectations.
Back in 1992, Dan O’Brian (famous decathlon athlete promoted as Dan & Dan by Nike) failed to even qualify for the Olympics. Why? He “no heighted” on the pole vault. In the pole vault you get to pick your first height. If he simply starts lower everything is fine. He didn’t.
You get to chose your own projections. Chose wisely. https://t.co/9ur4ErpW6R
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Anthropic’s base case scenario sees revenue at $12 billion in 2027, a more modest 5.5x increase from 2025’s projection. $GOOG $MSFT $AMZN $NVDA
Beth_Kindig ↗