Alexander Bittan(@alexanderbittan):$GOOGL owns about 15% of Anthropic. At $2T valuation that’s worth $300B . Hot take but Google should sell its stake in Anthropic and tell the market 1) it won’t need any new cash and has fully funded the next 12-18 months of Capex with this single sale. 2) it’s initiated an accelerated buyback plan to buy back its own stock here with whatever remainder is not needed for their capex plans. Beyond the next 18 months I imagine their cash flows from their business by then will outweigh any additional capex and they will be extremely FCF positive again. My guess is the market would send the stock up massively on that news. @sundarpichai

2026.10.29 04:19

$GOOGL owns about 15% of Anthropic. At $2T valuation that’s worth $300B . Hot take but Google should sell its stake in Anthropic and tell the market 1) it won’t need any new cash and has fully funded the next 12-18 months of Capex with this single sale. 2) it’s initiated an accelerated buyback plan to buy back its own stock here with whatever remainder is not needed for their capex plans. Beyond the next 18 months I imagine their cash flows from their business by then will outweigh any additional capex and they will be extremely FCF positive again. My guess is the market would send the stock up massively on that news. @sundarpichai

176

コミュニティへ転送

人気のあるユーザー