Dan Loeb says AI is not in a valuation bubble, citing strong Big Tech earnings and Anthropic's progress
Dan Loeb said he doesn't see a "valuation bubble" in AI, and pointed to Anthropic's rapid progress and Big Tech's earnings and cash generation.
Read the full articleYou might also wanna read
Why the Economics of AI Don't Add Up: A Critical Analysis of the AI Bubble
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newslette
Ed Zitron's Where's Your Ed At·2mo ago
AI investments dominate global capital markets, Anthropic nears $1.2T valuation
AI's dominance in capital markets signals a transformative shift towards industrial applications, reshaping investment strategies globally.
[Linkpost] “The Anthropic IPO Is Coming. We Aren’t Ready for It.” by Sophie Kim
This is a link post. More money is coming than AI safety has ever seen. The capacity to deploy it doesn't exist yet. Image Source: Fortune.c
Elon Musk Says He Was "Clearly Wrong" About Anthropic's Artificial Intelligence (AI) Models. Here's Why That's Outstanding News for Amazon and Alphabet Investors.
Elon Musk recently posted on X that he thinks Anthropic's AI models are the most capable on the market.

Former White House Economists Say AI Bubble Is ‘Still Inflating’ – How Anthropic, OpenAI Could Fuel It
Economists Jared Bernstein and Ryan Cummings said the gap between valuations and heavy spending by AI firms and actual profits has continued
The Valuation Tests for Trillion-Dollar AI Companies
Anthropic’s astonishing rise to an implied $1.2 trillion valuation on secondary markets has transformed the company from a leading artificia

Comments
Sign in to join the conversation.
No comments yet. Be the first.