An Anthropic investment is a hard NO for me!
Reasons:
1. The fact that no data is available for the third quarter is highly questionable, suspicious, and quite revealing.
2. I cannot identify any competitive advantages (“economic moats”) in this business model.
3. The level of debt and ongoing credit obligations is extremely high.
4. The corporate governance is problematic.
5. I believe the AI market will have a correction
6. Who would want to own a stock that carries no voting rights?
Future informations may change my assessment but right now it's a hard pass.