The Anthropic Feedback Loop: The Cost of Capital Delusion and Diversion!
I knew that my post on Anthropic would draw strong reactions, when I made it public last week. I did mention in the course of the post that I have no interest in selling my estimate of value to the rest of the world, both because I don't own the high ground here and because it is meant to guide my decisions, not yours. That is why I made my model open to changes that you can make to my story and…
In my recent post on Anthropic, I mentioned that the post generated strong reactions. I clarified that my valuation was meant to guide my own decisions, not others. My model is open to adjustments based on inputs from others, and I tried to incorporate those inputs as much as possible. Much of the criticism I received has been constructive, but some of it stems from a misunderstanding of market history, current market pricing, and basic business principles.
I plan to critique my own valuation, identifying the most vulnerable inputs and reinforcing some fundamental corporate finance principles.
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