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 months
13 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 33 in all, peaking in Aug 2026 with 13.

Appearances

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Robert, our third story here is fun. podcast-host
We were alluding to it before with anthropics. podcast-host
Let's dig right in. podcast-host
So Anthropic raised at a nine hundred and sixty-five billion dollar valuation in May. podcast-host
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. podcast-host
SpaceX was 1.75 trillion. podcast-host
Now we're coming in at $2 trillion for anthropic. podcast-host
Now, to get there at that $2 trillion valuation, you got to kind of do some math. podcast-host
So the math that they're assuming requires some serious revenue growth into the future. podcast-host
Anthropic's revenue run rate in May was $47 billion. podcast-host
That means every year, if you take their monthly revenue for the month of May, so that that one month, you multiply it by podcast-host
12 to get the annual run rate, it's that 47 billion. podcast-host
So month of May multiplied by 12 is 47 billion. podcast-host
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. podcast-host
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? podcast-host
Like that's a lot of growth. podcast-host
A great podcast-host
So at the high end of that projection, $2 trillion works out to be about 16 times revenue. podcast-host
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. podcast-host
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. podcast-host
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