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Anthropic is betting that A.I. adoption will accelerate fast enough to justify its enormous infrastructure commitments. But many businesses, argues McMillanAI’s Jeff McMillan, are still building th…
Anthropic reportedly plans to list on the Nasdaq before Thanksgiving, and one bearish advisory firm suggests that investors sit this one out.
One analyst is calling Anthropic's upcoming IPO the most ridiculous deal of 2026, and his reverse-engineered math suggests the company may need to pull off a near-impossible growth trajectory to justify what investors are being asked to pay.