Serenity
@aleabitoreddit
Only on X, don’t trust fake accs
AI/Semi Supply Chains Research
Nothing is investment advice. No paid promos; may trade/hold names disc, views my own.
加入 July 2025
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Are Frontier lab relative valuations are too absurd nowadays?
If Anthropic IPOs at $2T… 10% of that can buy up almost every major established consumer brand:
From:
Taco Bell/Pizza Hut/KFC, GAP, American eagle, Levi’s, Victoria’s Secret, Cheesecake Factory, Krispy Kreme…
Calvin Klein, Kohls, AMC, Kura Sushi, Dennys, Nike, Build a Bear, Jack in the Box, IHOP, Papa John’s…
Shake Shack, Apple Bees, Dave & Busters, Under Armour, Petco, Canada Goose.
All together. Using 10% of Anthropic.
And they’d still have $51.6B leftover.
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