Ross Hendricks(@Ross__Hendricks):Friendly reminder... this chart below is why Anthropic's ARR disappointed, and why they're rushing to dump the IPO onto retail bagholders It's also why Jensen Huang is backstopping $500B in bagholder loans to new GPU buyers The great AI Commodification is officially here

Ross Hendricks

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Ross Hendricks@Ross__Hendricks

2026.08.18 16:58

Friendly reminder... this chart below is why Anthropic's ARR disappointed, and why they're rushing to dump the IPO onto retail bagholders It's also why Jensen Huang is backstopping $500B in bagholder loans to new GPU buyers The great AI Commodification is officially here