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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Aug 2026 with 13.
Appearances
Because Morgan Stanley's equity underwriting fees already jumped 70% to $851 million last quarter, largely on IPO prep work like this.
podcast-host
We all know Morgan Stanley worked closely on that SpaceX IPO and they made a killing.
podcast-host
So it's important to understand, Robert.
podcast-host
I want to linger on this a little bit longer.
podcast-host
Anthropic saying, hey, we're gonna go IPO at a $2 trillion valuation because we are.
podcast-host
Assuming because the stock market's forward looking, right?
podcast-host
Anthropic is saying, right now, 2027, right?
podcast-host
They've got this number that we report, but by the end of 2028.
podcast-host
So we're going to look forward a couple years and say, okay, in the next couple of years, we see a world where Anthropic is doing $200 billion of annualized revenue.
podcast-host
And then we're going to take that, multiply it by 10, because a lot of these companies like to put a
podcast-host
10x or 15x multiple on their revenue.
podcast-host
And that's how they come to that $2 trillion valuation.
podcast-host
It's much more realistic, to be honest with you, than SpaceX.
podcast-host
SpaceX was doing like 9 billion of revenue.
podcast-host
And they're like, well, what's going on here?
podcast-host
How do we get to one plus trillion?
podcast-host
So anthropic makes a lot more sense in this instance than SpaceX, but I think there's a lot more complications.
podcast-host
So why don't you walk through some of that complications, Robert?
podcast-host
Robert, I love this and I want to linger just a little bit longer because I think it is important for our listeners to understand these numbers.
podcast-host
Anthropic burning five point two, which is spending money, right?
podcast-host
Showing 101–120 of 11,053 · page 6 of 553
← Previous
Next →