David Weisburd

If you conservatively apply even a 10x multiple on revenue, some of these markets have 10, 20, 30 trillion in market cap available.

There's been what some are dubbing the software apocalypse in the market where software companies and multiples were just crushed with some of these clod updates and some of these tools that Anthropica has sent out.

To what degree is that software apocalypse overstated and to what degree is it understated?

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