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Robert Smith1
Robert Smith1
Anthropic chasing a $2 TRILLION valuation could force the entire AI industry to show its receipts. The crazy part isn’t the $2T number itself. It’s what happens when an AI company has to justify that valuation to public-market investors. In private markets, you can sell the vision: “Better models.” “Massive enterprise demand.” “AI will transform everything.” But once you go public, the questions get much more uncomfortable: #DailyOrbit

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