· 个股论点
前沿实验室的相对估值如今是否过于荒谬？ 如果 Anthropic 以 2 万亿美元估值上市……其 10% 的资金几乎可以买下所有主要成熟的消费品牌： 包括： 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。 全部一起买。仅用 Anthropic 的 10%。 他们还将剩下 516 亿美元。
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.