Austin Hankwitz
speaker
11,053 appearances
33 recordings
1 series
first heard Jun 2026
last heard 11 Sep
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
Five point two billion in cash while they had a nine billion dollar run rate with thirty million monthly users, where open AI was burning eight point five billion of cash on a twenty billion dollar run rate.
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With 900 million weekly users.
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So this tells me that Anthropic is really trying to get toward that profitability sooner and that they're trying to do it with less customers, right?
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OpenAI has 900 million weekly users.
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Anthropic has three percent of the amount of customers, but has a comparable sort of like burn rate.
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So it's, I think this is an interesting IPO.
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I'm gonna look forward to like
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Reviewing the S1 when it finally comes out.
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But there's a live case study for what could go wrong.
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And we just saw it, Robert.
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That was SpaceX.
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IPO'd earlier this year in a frenzy that made it one of the five most valuable companies in the world, peaked at $200 a share mid-June.
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Now three months later, it's down 30-ish percent, sitting around that $140, $150 a share range as post-IPO it's.
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Enthusiasm starts to fade, investors get worried about the heavy spending, upcoming lockup expectations and expirations, all that stuff.
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The exact same concerns are going to happen with Anthropic if they don't price this correctly.
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Now, Bloomberg flagged this directly.
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They said banks are explicitly hoping Anthropic can avoid the SpaceX slump.
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That's what they called it, the space X slump, because their own earnings depend on.
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On it doing well.
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Now, market pricing right now suggests that real skepticism about the two trillion number can hold, but some people are saying, like, listen, actual market cap could be closer to one to one point two five trillion once your real investors get in and and set the price here and there's you know all the hype is gone.
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Showing 121–140 of 11,053 · page 7 of 553
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