Aswath Damodaran @AswathDamodaran · 20 Aug 2026
If your immediate concern is deciding whether Anthropic is worth $2 trillion (rumored IPO pricing) or whether the hyper scalers will make back their money on $2 trillion plus in cap ex, you can try reverse engineering how much revenue you will need to break even at those prices. https://t.co/arOBsGzAw5
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