ANTHROPIC Anthropic PBC Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
00:35
Oct 29
Oct 29
This Week in Startups
Momentum favors OpenAI/Anthropic, avoid Figma/Canva.
Asked how he would allocate across Figma, Canva, OpenAI, and Anthropic, he said he would be all in OpenAI and Anthropic and would avoid Figma and Canva because momentum is everything. Canva's growth slowdown and AI-design competition have damaged both companies' momentum, leaving them as nice but hard-pressed businesses; OpenAI is also a top holding in the Power Law fund he manages.
ANTHROPIC
Anthropic PBC
Long
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00:35
Oct 29
Oct 29
This Week in Startups
Anthropic attractive near $1.5T valuation.
He remains a believer in Anthropic at roughly a $1.5 trillion valuation, not at $2-2.5 trillion. The S-1 shows operating profitability and extraordinary revenue growth, though growth is decelerating, capex commitments to Google and Amazon are enormous, and he expects $150-200 billion of revenue next year rather than the $200-300 billion previously discussed. He also thinks the $72.4 billion convertible-note charge is mostly non-cash and overblown.
ANTHROPIC
Anthropic PBC
Long
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11:32
Oct 28
Oct 28
CNBC
Anthropic IPO has bad governance
Anthropic's planned IPO has a Frankenstein governance structure: shareholder rights are effectively gutted, the company is too big to fail, and as a public benefit corporation it must balance shareholders, employees, community and public interest with unclear accountability. She warns the risks could fall on taxpayers and shareholders.
ANTHROPIC
Anthropic PBC
Avoid
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About ANTHROPIC Investor Commentary
Across the available history and selected sources, Buzzberg tracks ANTHROPIC (Anthropic PBC) across 49 sources: 79 bullish vs 0 bearish calls from 213 authors. Historical directional balance: 27% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 298 total trade ideas tracked. Past 7 days, before deduplication: 17 bullish, 27 other directions. Latest voices: Ben Black, Dave McClure, Nell Minow.