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.

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.

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