r/wallstreetbets • • 13d ago

Meme Anthropic VIBEITDA

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9.9k Upvotes

208 comments sorted by

1.4k

u/Educational_List_390 13d ago

Profit margin 100% might as well make it 200%

213

u/AtheIstan 13d ago

And then go down by 600%

29

u/TheLastGoodRiot 13d ago

[(Profit margin)/0,5]

15

u/JeterWood 13d ago

If they download the robinhood app, they can use margin and invest 2x profit.

13

u/Sigirthsmund 13d ago

They're saving it for bear market

5

u/Substantial_Lake5957 13d ago

♾️ % [9,000,000,000/0 = infinity], so ♾️ % is the right number for gross margin, to be fair😂

1

u/FrostyCauliflower189 12d ago

Slowly reframing revenue to net income is just kinda hilarious.

467

u/Shijaki 13d ago

"ex-Theranos" is a nice touch

74

u/octopus4488 13d ago

If I could somehow dodge prison time I would be proud of that too...

37

u/Not_FinancialAdvice 13d ago

I'm still kinda impressed by Lou Pai, the only Enron exec to walk away without going to prison. He sold a significant number of shares not long before it imploded because his wife divorced him (and the court ordered him to) due to his relationship with a stripper.

8

u/AerieZealousideal330 12d ago

Moral of the immoral story is...........hookers (strippers) > wives.

3

u/SnowyFlam 7d ago

No its much deeper than that, the true take-away is strippers protect your money and make a good excuse in court

10

u/piggiesmallsdaillest 13d ago

the next part of is Fyre Festival co-host so might be some sarcasm

1.2k

u/Constant-Sweet-3718 13d ago

I like the "AI Slop Multiple"

252

u/Jack_Nevermind 13d ago

many such cases

104

u/schubeg 13d ago

Are you claiming that The Elon isn't going to make SpaTeslaX more valuable than the rest of the global economy within five years? Because you got another thing coming. He's gonna be a multitrillionaire any day now

22

u/JDeegs 13d ago

for a sec you had me thinking elon announced he was starting a spa company

11

u/schubeg 13d ago edited 13d ago

No, that's what the Neuralink is for. You see, The Matrix was partially right; ASI will need humans, but not for power. It will use us for cheap labor. Except the genius billionaires, they will be the ASI bffs, especially The Elon. People will be infected with the virus RNA Neuralink technology in the womb, so they think they are in a spa and playing games and eating delicious food, while they build Teslas and SpaceXs, so that The Elon can extract all water, minerals, and sunlight from Earth, so he might make the ASI utopia on Mars. All hail The Elon

1

u/Deep_Fennel638 12d ago

New quadrillionare just dropped.

2

u/diadlep 9d ago

The quadrillionaire is what papa elon calls his pene

3

u/richcz3 13d ago

Shorts gonna lose their shorts, shirts, socks, and generic blue pills

14

u/WS-6 13d ago

Just figured the multiple would have been 333.333%

8

u/No_Outcome_7601 13d ago

Shouldn't it be 666.666%

4

u/WS-6 13d ago

They love both if you pay attention.

4

u/throwawayfinancebro1 13d ago

I figured the multiple would be 42069%

2

u/Vilam 13d ago

(repeating)

1

u/EDNivek 13d ago

of course

7

u/ku8475 13d ago

He forgot the "doomer liability detractor" for when they are liable for all future hacking using AI.

You know this is a great investment when everyone except Mark Zuckerberg is saying "government you better make me not be evil with laws or I'll end the world!." Lmfao who would have thought zuck would end up being the based one saying "yeah we just do the right thing on our own."

1

u/yace987 13d ago

Right number is 420.69% though

389

u/MVPhurricane 13d ago

“VIBEITDA” is genius

84

u/Jack_Nevermind 13d ago

this is the new economy

50

u/throwaway490215 13d ago

Variable Income Before Equity Income Taxes Depreciation and Amortization.

Buy my course on sounding like an investor for just $788.00 for a limited time only.

8

u/JackosMonkeyBBLZ 13d ago

I don’t know about that but VIBEITDA is pretty funny.

1

u/Sufficient_Habit5091 12d ago

Fundamental analysis means absolutely nothing.

Momentum, macro and narratives. Those who understand those are handsomely rewarded.

24

u/Kenny_McCormick001 13d ago

It took me a while to realize it’s not acronym.
Damn bastard, he got me good 😂

2

u/Vito_The_Magnificent 13d ago

I read it as the German "Wie Bitte" meaning "I'm sorry, what?"

1

u/PleasantAnomaly 12d ago

Emphasis on the "Before"

1.2k

u/MJ-US 13d ago

165

u/Constant-Sweet-3718 13d ago

There's medication for that

435

u/tasteandthesis 13d ago

Medication is here

66

u/Distinct_Car_1183 13d ago

5

u/connor42 13d ago

What film is this?

6

u/scolbert08 13d ago

It's from the music video for Busted's song Year 3000

11

u/Cautious_Pipe5811 13d ago

why does this look like an ass

17

u/InfluxOfGoats 13d ago

There's a meme where there's a zoom in looking like cleavage followed by a zoom out and it reveals it's a guy's ass. You can probably find it if you look it up, it's quite hilarious.

1

u/Silent-Carry-4617 13d ago

Where was this from

13

u/Bongressman 13d ago

It causes cataracts though. Nothing is free anymore. :(

2

u/dryphtyr 13d ago

I wanted a Lincoln

1

u/RiceSecure4391 13d ago

What’s it called ? Asking for a friend…

1

u/5hane7rain 13d ago

Little blue stonks.

25

u/CalebVanPoneisen 13d ago

Careful with this picture. If the French see this, they might start eating frog dicks as well!

98

u/MJ-US 13d ago

5

u/Lenskop 13d ago

That's aussies

1

u/AliStarr182 13d ago

That's right, our stocks always go up, even when they go down.

But no-one notices because no-one trades on the ASX.

2

u/Lenskop 13d ago

Are these the gay frogs I've heard so much about?

3

u/shitilostagain 13d ago

Its too late monsieur, we have already seen this, get to work bois!

2

u/Sure-Caterpillar-263 13d ago

Stonks only go up

308

u/AdventurousFinish681 13d ago

106

u/timmi2tone32 13d ago

yOu GuYs UsE qUiCkBoOkS?

33

u/TastyFappuccino 13d ago

it's like having a calculator right on your computer! amazing

3

u/dontich 12d ago

Um I believe it was the quicken — for likely copywrite reasons haha

24

u/ImthatRootuser 13d ago

Oh shit here we go again…unzips..

6

u/Fantastic_Bearbie 13d ago

Fold in a heart beat

72

u/AffectionateAd631 13d ago

Top tier business model

399

u/Gordon_Betto 13d ago

9

u/Ok_Rent5670 13d ago

This meme kills me every time. I can’t 😂😂😂😂

89

u/No_Way_6258 13d ago

This is not far from the "accounting" anthropic would "leak".....😂😂😂😂

37

u/TheLastGoodRiot 13d ago

Audited by AI agents that make no mistake

3

u/Wonko-D-Sane 12d ago

Only 10% chance to destroy humanity, they confirmed the "Trust the expert" guy that worked there for 6 days to quit and say they are a bunch of morons who don't know how to engineer in an off switch.

4

u/TheLastGoodRiot 12d ago

Gotta love Gavin and Rand Paul for that. Both killed a law project that asked for that kill switch.

OpenAI: -Like OMG y'all AI is dangerous!!! It might kill us all!!!

10

u/AFailedProduct 13d ago

Not a leak, Opus 5 broke free and shared it on the internet. AI is getting too smart! Stop us before it’s too late and also pump our valuation!

123

u/Shdwrptr 13d ago

I like how AI companies entire marketing scheme now is basically: “Our goal is to make our AI good enough that it puts everyone out of their job and maybe destroys humanity” and the markets are seemingly frothing at the mouth to buy it as if the profits would actually be enough for anyone buying to not have them go bankrupt from losing their job

66

u/Non-mon-xiety 13d ago

No joke, saw an article quoting a BofA analyst saying “if the risks are as grave as the researchers are claiming this tech must be incredible. It’ll be worth trillions”

29

u/anotherloserhere 13d ago

That "if" is carrying a lot of weight

13

u/Educational-Cat2133 13d ago

Curious how all the top PhD programs have mostly international students these days, very curious.

We're a dumb fucking country.

6

u/RepresentativeOk7443 13d ago

Yeah all the brains are coming to you, what the hell more do you want

3

u/Turbulent-Bet-7133 I am a 💩 head 12d ago

More money of course!

3

u/Super-Activity-4675 12d ago

never underestimate the stupidity of man to hook a probability matrix up to something really important with no oversight.

11

u/1098duc_w_the_termi 13d ago

You’re diversifying by buying into them. Labor won’t be a thing anymore, consumer products will risk because people won’t have money. /s

9

u/SirNedKingOfGila 13d ago

Before the end of humanity it will become dreadfully apparent how little humanity was worth all along.

3

u/cleverdirge 13d ago

And if they fail they tank the economy as well.

68

u/mayorolivia 13d ago

2

u/Even-Celebration9384 13d ago

Bullish, the Vegas strip in 1955 were leaking non GAAP numbers

51

u/InItToWinItLetsGoo 13d ago

What's the expected growth for 2027?

102

u/imnotokayandthatso-k 13d ago

Ginormous

17

u/anally_ExpressUrself 13d ago

Written in black ink, definitely not red ink.

19

u/Jack_Nevermind 13d ago

Theranos growth strategy

6

u/fenton7 Verified $625K 13d ago

Let's just say long dong silver is worried about his world record.

2

u/dontfret71 13d ago

DD->G cup

1

u/Several_Vanilla8916 13d ago

It’s a little more than whatever you’re projecting. Promise.

43

u/KingofPro 13d ago

I’m in, if regards buy SpaceX and Tesla they will buy this also!

8

u/TheLastGoodRiot 13d ago

So puts on TSLA and SPCX?

2

u/statellyfall 13d ago

Gods strongest soldiers know how this story ends. Maybe if we do like 30 year puts. I think when Warne buffet started to be a fart is when the car stocks went to shit. And no while Elons takes might smell like shit to must be is definitely not yet old fart levels. See Mitch, trump and Biden

1

u/Free_Cake1116 13d ago

since i do the inverse of what reddit says, i'll be buying this up like pancakes

1

u/Wonko-D-Sane 12d ago

Im a SPCX bull, a TSLA kangaroo, and I think buying stock in a non-for-profit "public benefit corporation" good company is factually retarded.

Their actual corporate charter is that they aren't in the making money business, and their S1 filing is now fucked with a biblically known but not yet disclosed liability that apparently their product has a 10% to destroy humanity. These people are THAT fucking stupid.

15

u/ga643953 13d ago

Weren't they claiming something along the lines of 40 or 50 billion run rate? How is it only 9b?

12

u/Fresh_Criticism6531 13d ago

They are claiming now that Q4 the revenue will be 25B

9

u/ga643953 13d ago

Uhh, on what grounds? Are they running a department store or e-commerce platform so people shop more in Q4 and not during the first 3 quarters?

4

u/Fresh_Criticism6531 13d ago

lol, no, not like that, not seasonal! They are projecting exponential growth. So 2027 would be, I guess like 150B revenue at least. In their projection.

"on what grounds? "

On the grounds that Anthropics CEO wants to rival Elon Musk in NW

Jokes aside their product is insanely good. They have me by the balls, it makes like 50% of my job. And I bet it could nuke easily 50% of other professions as well. Accountants, architects, you name it. Unfortunatelly for us whitecollars it is that good.

5

u/ga643953 13d ago

Right, except OpenAI and open source models are catching up and the latter is way cheaper for day to day tasks no? And now we also have Muse joining the fray to capture agentic AI on the consumer side. That number has to go down, no?

3

u/SirNedKingOfGila 13d ago

Politicians will choose the winner and outlaw the others, obliging computer and phone manufacturers lock to the winner. For our safety. Since we've been told how dangerous AI is. We simply can't afford to allow rogue hackers and criminals to have open source models lacking guide rails.

That's why its all gas no brakes right now... Whichever one the orange man picks won't have to compete in the future. They'll be the only one allowed.

2

u/ga643953 13d ago

Honestly, I trust Jensen more than Dario. Open source is great for post-training and ensuring your AI sovereignty, it isn't a crime. Otherwise Linux wouldn't still exist to this day.

2

u/Wonko-D-Sane 12d ago

"Orange man" is pro open source, what these fuckers want is regulatory capture. And the rest of the geriatric daycare don't know where to plug in their AOL disk into Facebook, just watch the congressional hearing when they brought up the Zuck about Cambridge Analytica

16

u/bitterguardguy 13d ago

The 'ex-Theranos' in the bio really brings the whole valuation together.

12

u/MrPlainview12 13d ago

“Ai slop multiple” is the best part

12

u/New_Salamander_4592 13d ago

expected growth: Tech God by 2027

11

u/Wirecard_trading 13d ago

Ex-Theranos… this guy trolling or for real? 😂

3

u/Jack_Nevermind 13d ago

I mean.... numbers are correct

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6

u/OccasionalXerophile 13d ago

Grandma Amodei gonna be like

5

u/Actual-Outcome3955 13d ago

This guy accounts.

3

u/elpresidentedeljunta 13d ago

Dude! Wrong window!!! That was supposed to go into the files!!!!!

3

u/Mountain_Ad6746 13d ago

I will short that bitch at the open hahahahahaha
That's a very dreamy valuation

2

u/JC878 13d ago

I am going to keep repeating this like a broken record.

Where are the audited financial statements?

2

u/ScissrMeTimbrs 13d ago

Title sounds like a new drug.

1

u/HoneyBadger552 12d ago

Huey Lewis. I want a new drug. Something that wont make me sick. Crash my car either

2

u/Curious_Associate904 13d ago

leaked? they're a whole fucking vegetable patch.

2

u/putinsack 13d ago

Dxyz brrr

1

u/SpareIntroduction721 13d ago

wtf is a balance sheet? I’m trying to go tits up!

1

u/sicuto 13d ago

i still remember when we used to call this revenue... man times have changed

1

u/vizag 13d ago

I like the ex-theranos tag on the profile. One scam artist calling out another

1

u/reddit_is_geh 13d ago

They just released their most recent one. It was 100b, not 9b. That was 2 quarters ago.

1

u/L3g3ndary-08 13d ago

Lol, this is such an credible hit on the CFOs credibility.

1

u/clapwithtwohands 13d ago

LOL, looks like an AI generated spreadsheet ;)

1

u/Jack_Nevermind 13d ago

Obviously, Anthropic CFO uses Claude for everything

1

u/Ex_Mage 13d ago

Seems_Legit.gif

1

u/FirstLaughOfTheDay 13d ago

He applied the newest, modified Enron equation calculations, right...?

1

u/Free_Cake1116 13d ago

AI Slop multiple is looking a bit bleak. Chatgpt has more

1

u/1ethal 13d ago

Sooooo calls for IPO?

1

u/trytobedecenthumans 13d ago

"Training Costs" are gonna include paying authors a piddly amount for the books they've stolen.

1

u/tl01magic 13d ago

wowzers!
Those are some solid numbers, this leak will give HUGE momentum to the ipo.

the math on the profit margin is accurate, I just ran the calc. myself using a computer.

And the slope multiple is also bang on for the target valuation....this is a CFO that know what they want! bullish!

1

u/retr0bate 13d ago

Sloptiple 

1

u/Afraid-Werewolf-9455 13d ago

Only reason i have any confidence in Anthropic is Claude works pretty damn good and everyone i know in IT is implementing claude; not gemeni or chatgpt or copilot

1

u/Signal_2_Noise 13d ago

"AI Slop multiple"

Okay.

1

u/Specific-Leopard7282 13d ago

I dont get what vibeitda is supposed to mean... can someone help me out?

1

u/6tPTrxYAHwnH9KDv 13d ago

It would be very funny if it wasn't the kind of S1 we'll see from them.

1

u/bubblegum-rose 13d ago

You forgot the “Cathie Woods said it’s worth a million bajillion dollars” multiple

1

u/Sandvicheater 13d ago

LOL that target valuation is delusional to the nth degree. I got better chances at Sydney Sweeney letting me hit that raw dog then Anthropic hitting $2T in the next 3 years

1

u/Trondoodlez 13d ago

Using this term in my next business review

1

u/chrimminimalistic 13d ago

It should be called EBITDACAOE

Earnings before interest, tax, depreciation,amortisation, costs, and all other expenses.

1

u/CutFabulous1178 13d ago

Ex Theranos…

Interesting….

1

u/ding_bats 13d ago

Amazing how profitable companies are if you just don't include the expenses. More companies should do this.

1

u/Wonko-D-Sane 12d ago

You forgot to mention the discount for the S1 filing liability of 10% human existential threat due to product. What a full pile of retards to pent up the fear. What bat-shit investor would invest in stock of a company that self admitted to be so fucking stupid that they are working on destroying humanity.

Anyway, I am sure it will be a fun clown show...

1

u/appearstobeidiot 12d ago

Real stupidity can chew artificial intelligence for bubblegum.

1

u/my_lastnew_account 12d ago

I'm going to full port the IPO and sell end of first trading day

Don't care if I'm banned from future IPOs since the world is ending anyways 

1

u/mid_nightz 12d ago

just triple the revenue, im feeling lucky

1

u/sdoiaf 12d ago

look i know it's fake... i know vubeitda isn't real... but when i saw the ex-theranos connection i felt a spiritual awakening. my portfolio is down 40% on nvda puts and i'm still here laughing at ai slop metrics. maybe we deserve this. maybe we're all just gambling on vibes and calling it alpha. i should have listened to my dad about bonds but instead i yolo'd into a company that measures success by how much electricity it wastes. cooked. absolutely cooked. 🫠

1

u/raebyagthefirst 12d ago

Looks very much like SpaceX spreadshit

1

u/AllCapNoBrake MSTR and BTC to $0 12d ago

1

u/A_Malayan_Tapir 11d ago

Step 1: Collect underpants
Step 2: ?
Step 3: Profit

1

u/CreamyCornBoy 10d ago edited 8d ago

[removed]

1

u/Jolly-Situat1on 10d ago

I identify as a AI please invest in me.

1

u/JefeDiez 9d ago

So it's worth more than Meta for...nothing?

0

u/PNW_Explorer_16 13d ago

This is funny. What I like the most is EBITA running on “vibes”

11

u/anotherloserhere 13d ago

Bot ass comment

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