The stock market is barely distinguishable from a casino at this point (and arguably never has been far from gambling), I have 0 confidence that the horrible business that Anthropic is will be reflected accurately in any way
I feel like the saying "Markets can remain irrational longer than you can remain solvent" has applied my entire life; I have yet to see the stock market behave rationally in my lifetime.
While I mostly agree. Don't conflate "rational" with "aligns with my expectation/world view".
The market being rational doesn't mean it's going to follow your expectation.
Horrible business, hmmm, so it's revenue has grown 10x every year since inception, what is a good business to you if that is deemed 'Horrible'.
Easy to make a similar business of selling $1 bills for $0.80.
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As we all know revenue is the only thing that matters, and not whether they actually, y'know, turn a single red cent of profit! Btw what all the AI bros are conveniently forgetting to comment on is the massive Q3 slowdowns which they conveniently got to keep out of the news cycles.
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