Michael Batnick
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Appearances Over Time
Podcast Appearances
I don't know why you would do it the other way, but that's what Anthropic chose to do.
They could raise whatever they want.
They raised a Series H and then announced the S1 the next day.
I was talking with Ben about this today.
If there were to be a quote that we would look back on in five or ten years and be embarrassed, like you dumbasses, you really didn't see the pop coming, it would be this one.
I believe Morgan Stanley said that SpaceX can reach β the number is so stupid.
I forget what β it doesn't even matter what it was.
Like $3 trillion in revenue by 2040, $30 trillion in revenue.
Did you see that quote?
Literally like $3 trillion in revenue.
Well, definitely not open AI.
Definitely not.
Are you sure?
Yes, I am sure.
I'm not sure that that will be the right answer in a year from now.
No, obviously.
But I'm sure that's my answer today.
No hesitation.
So I would buy Claude today if I had to.
if I had to choose, but I do think that SpaceX can be, I think it can be a $10 trillion company, as cracky as that sounds.