Arvid Kahl
@arvidkahl
Building at @audiohook in public. Raising all the boats with kindness.
🎙️ · ✍️
参加 July 2011
18K フォロー中 214.2K ファン
One is selling intelligence as a commodity, the other is selling commodities as a commodity.
Is this valuation reasonable? Is there room for growth that would make investing in the Stock vs an index make sense?
I feel it might be, but I can’t reason my way there…
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Anthropic valuation: $1.5 trillion
Walmart valuation: $960 Billion
Anthropic revenue: $16.3 billion
Walmart revenue: $365 billion
