Jon Ma(@jonbma):Thesis: Anthropic will be the first $10T company in the world as labs can be extremely profitable and may win from regulatory capture— not lose. Hear more below. Full thread coming this weekend.

Jon Ma

@jonbma

CEO @Artemis | ex @InsightPartners @Whalerock @Publiccomps | Fintech / Software Analyst

Joined March 2009

2.9K Following 16.9K Followers

Jon Ma@jonbma

2026.09.12 16:01

Thesis: Anthropic will be the first $10T company in the world as labs can be extremely profitable and may win from regulatory capture— not lose. Hear more below. Full thread coming this weekend.

Steven Fiorillo@stevenfiorillo

2026.09.12 13:36

Everyone’s arguing about which AI stock wins. @jonbma (CEO @artemis) thinks Anthropic becomes the first $10T company by 2030 — and he just laid out the full thesis on camera. Most people saw the screenshot. Almost nobody heard the full thesis. Watch it ↓