Austin Hankwitz
speaker
11,053 appearances
33 recordings
1 series
first heard Jun 2026
last heard 6d ago
Austin Hankwitz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Aug 2026 with 13.
Appearances
Robert, our third story here is fun.
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We were alluding to it before with anthropics.
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Let's dig right in.
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So Anthropic raised at a nine hundred and sixty-five billion dollar valuation in May.
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The IPO chatter now floating around Wall Street, reported by the Financial Times and confirmed by multiple other outlets, puts the target north of $2 trillion valuation, which is again more than double the valuation within months, making it the single largest public listing ever.
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SpaceX was 1.75 trillion.
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Now we're coming in at $2 trillion for anthropic.
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Now, to get there at that $2 trillion valuation, you got to kind of do some math.
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So the math that they're assuming requires some serious revenue growth into the future.
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Anthropic's revenue run rate in May was $47 billion.
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That means every year, if you take their monthly revenue for the month of May, so that that one month, you multiply it by
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12 to get the annual run rate, it's that 47 billion.
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So month of May multiplied by 12 is 47 billion.
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With insiders now saying that that annual run rate that I'm alluding to is now gonna be a hundred twenty billion by the end of this year of twenty twenty six.
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So going from forty-seven billion of annual run rate to a hundred and twenty billion by the end of this year in just what is that seven, eight months period of time?
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Like that's a lot of growth.
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A great
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So at the high end of that projection, $2 trillion works out to be about 16 times revenue.
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And if you use the company's own 2028 target of $200 billion of annualized revenue by the end of 2028, you're still at 10 times forward revenue.
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Morgan Stanley and Goldman Sachs are fighting for the lead left underwriter role alongside JP Morgan, and the stakes for the banks personally are enormous.
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Showing 81–100 of 11,053 · page 5 of 553
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