Source item

Are Frontier lab relative valuations are too absurd nowadays? If Anthropic IPOs at $2T… 10% of that can buy up almost every major established consumer brand: From: Taco Bell/Pizza Hut/KFC, GAP, American eagle, Levi’s, Victoria’s Secret, Cheesecake Factory, Krispy Kreme… Calvin Klein, Kohls, AMC, Kura Sushi, Dennys, Nike, Build a Bear, Jack in the Box, IHOP, Papa John’s… Shake Shack, Apple Bees, Dave & Busters, Under Armour, Petco, Canada Goose. All together. Using 10% of Anthropic. And they’d still have $51.6B leftover.