Milk Road Stocks(@MilkRoadStocks):Brad Gerstner: Anthropic's IPO could draw over $500B of demand, compared to SpaceX's IPO which drew about $350B. The worry, according CNBC: Q3 revenue grew 45% to $16.8B, down from ~140% earlier this year. Gerstner: "None of the revenue would have happened this year without Claude Code. Claude Code became better than any software engineer at writing software." He says models already finished in the labs will "unlock other products like Claude Code." Can new models reaccelerate Anthropic, or is 45% the start of a cooldown? FT @altcap @AnthropicAI @HalftimeReport.

Milk Road Stocks

@MilkRoadStocks

Our PRO analysts find underrated stocks before the market catches on. We called names like $MU, $NBIS and $BE all before they ran. Join for $1 👇

参加 June 2023

160 フォロー中 25.6K ファン

Milk Road Stocks@MilkRoadStocks

2026.10.20 13:45

Brad Gerstner: Anthropic's IPO could draw over $500B of demand, compared to SpaceX's IPO which drew about $350B. The worry, according CNBC: Q3 revenue grew 45% to $16.8B, down from ~140% earlier this year. Gerstner: "None of the revenue would have happened this year without Claude Code. Claude Code became better than any software engineer at writing software." He says models already finished in the labs will "unlock other products like Claude Code." Can new models reaccelerate Anthropic, or is 45% the start of a cooldown? FT @altcap @AnthropicAI @HalftimeReport.