Anthropic pre-IPO broker call was absolutely WILD. The party line was: •We are or plan on imminently destroying: hyperscalers, every other lab, SpaceX, biotech, robot cos; for fun •Chipmakers may survive at our pleasure •$1tn ARR by 4Q28 •Fuck investors it’s capex time

Nov 11, 2026 · 3:04 PM UTC

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I can see why these guys love Leo, the arrogance of “not only are we completely right about everything long term, it is so impossible we are wrong even in the short term we don’t need to bother with contingency plans” is palpable even through playing telephone with the analyst
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I assume there’s not a transcript of this? (I don’t know how these things work)
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there is not.
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lol Destroying spaceX? Elon and team are on the path to capture energy from the sun. You are behind. I’m bookmarking this for later.
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SpaceX acquires Anthropic by 2030. Save this post.
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Here at Anthropic, we’ll be shrinking our customer base to zero, which will be a trillion dollar market.
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They really believe this.
The All-In Podcast (@theallinpod) profile pictureThe All-In Podcast
@theallinpodAug 14
Gavin Baker: Anthropic Believes They Could Be the ONLY Company Left in the World “I would certainly discourage Dario from saying that ever again to anyone.” @GavinSBaker: “Internally, Anthropic is very confident. I have been told by multiple people I trust that Dario has said that Anthropic might be the only private company in the world at some point. Think about that. In this vision, an Anthropic maximalist vision, there's Anthropic, and then there are governments, and that's it. So there's a lot of confidence. I'm sure they have more advanced checkpoints than Fable up their sleeve. They've executed really, really well. I would probably take the under on them being the only private company in the world. Yeah, I think it's gonna be a long time before they land a rocket.” @Jason: “Or they deliver your lunch. I don't know. There might be other businesses in the world. Zipline might want to bring you a burrito. Uber might want to take you somewhere. Waymo might want to drive you home. But sure, Dario.” @DavidSacks: “I might interpret that as a negative signal because it's so hubristic. This is getting into SBF land a little bit.” Gavin: “I would certainly discourage Dario from saying that ever again to anyone.”
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Elon has said the software guys are in for a rude awakening when they have to move atoms.
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@quantian1
Image from Dave Geer (@LiveFree_Or_Die)
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“Buy our IPO we’re going to crash the global economy” not the greatest selling point
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Elon should cancel their lease on his compute the day before the IPO.
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Lmao it is peak delusion to say you're going to destroy SpaceX when XAI has legit already killed any chance for Anthropic/OpenAI to compete. Within 2 months, Grok will leapfrog Claude/GPT and unless Anthropic or OpenAI can start launching rockets, they have no way to compete.
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@quantian1
Image from Christopher Wolff (@TheCJWolff)
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destroy spacex. mmmhmm.
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they'll be dead if their models are as ignorant as their understanding of the world
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Elon is going to make them pay at the negotiating table when they come crawling back.
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Revenue growth is still collapsing, maybe they should look into that instead of beating their chest like the writing's not on the wall
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Q4 and Q1 of course, will be catastrophic decelerations but we are guiding 3T for FY 2029
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At least Elon's creep-o-meter wasn't going off.
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@POTUS @vp @SECGov , please place a hold on the @AnthropicAI IPO indefinitely. They are openly stating that they are a threat to the US economy and the world.
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Anthropic seems like the worst parts of various Silicon Valley corporations all rolled into one.
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Obviously this is IPO advertising to suck in retail crowd but there might be something to it, Not renewing Space X contract means something, if it’s means they developing a Model so efficient it would lead to less compute demand !, Well if this happens implications could be broad, well then other will figure out as well. Everything is scary in AI world these days, Debt levels warning, ROIC may be far away, Semiconductor sector could be risky if growth slows in New data center.
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Many sociopaths are quite successful.
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What kind of drugs is Dario on?
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Bollocks! Who is it you RENT Compute from, remind me again. Anyone who buys this IPO is buying DEBT and lots of it. Good luck.
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$ 1tn ARR by 2028 and also please ignore the capex. got it
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Anthropic to ceo's be like that Office Space Meme.
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Their hubris will lead to their demise..
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but we need your money first.. then we can do this.... Oh and by the way, once this happens you (everyone) will only be permitted to do 'approved' activities. Sounds like a great investment pitch..
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H-lls yeah!
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Not buying it, they will dilute common to hell.
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I call BS.
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They deserve a Cisco-type crash then
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I guess they're confident they'll achieve super intelligence so much faster than anyone else that they'll take over the world
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Smells like desperation to me...
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