Anthropic's Potential $2 Trillion Valuation Draws "AI Bubble" Calls Even as Its Projected ~$100 Billion ARR...
People see Anthropic's potential $2 trillion valuation and call it an AI bubble, according to the post, even though its projected ~$100 billion in ARR is equivalent to just 0.3% of the ~$30 trillion in labor spending AI could reshape.
The post adds that it is surprising how quickly people are calling a top on an AI adoption cycle that is barely getting started.