주식/증권
➡️ 중립
Investor Predicts Anthropic Could Be “the First” $10 Trillion Company. Cue the Amazon + Google Payday
요약
Key TakeawaysSemiAnalysis founder Dylan Patel said on the Big Technology Podcast that Anthropic could become the first company valued at $10 trillion. Patel puts Anthropic’s inference gross margins at about 75%, in line with Salesforce.