Creator sentiment
2 creators · 2 views · past 7 days
Updated November 11, 2026 (UTC)
The bull case
- +Fastest revenue ramp ever seen, with 1200% year-over-year growth and 85% gross margins.
- +Plans to buy IPO shares and flip them for quick gains, similar to SpaceX trade.
- +Believes Anthropic could be the first to achieve AI self-improvement.
The bear case
- −Massive dilution risk from stock-based compensation, charitable donations in stock, and convertible notes.
- −Expenses are growing faster than revenue, with compute and infrastructure costs up 77% vs 47% revenue growth.
- −Nearly $895 billion in future obligations, far exceeding revenue, creating significant financial risk.
- −Competitive pressures from OpenAI, Google, and cheaper alternatives like DeepSeek could pressure pricing.
What StockTubers recently said
📹 URGENT 🚨 I AM BUYING AS MUCH AS I POSSIBLY CAN ‼️
Fastest revenue ramp ever seen, with 1200% year-over-year growth and 85% gross margins. · Plans to buy IPO shares and flip them for quick gains, similar to SpaceX trade. · Believes Anthropic could be the first to achieve AI self-improvement.
📹 Anthropic's IPO: Everything You Need to Know - Anthropic Deep Dive
Massive dilution risk from stock-based compensation, charitable donations in stock, and convertible notes. · Expenses are growing faster than revenue, with compute and infrastructure costs up 77% vs 47% revenue growth. · Nearly $895 billion in future obligations, far exceeding revenue, creating significant financial risk. · Competitive pressures from OpenAI, Google, and cheaper alternatives like DeepSeek could pressure pricing.