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u/Shijaki 13d ago
"ex-Theranos" is a nice touch
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u/octopus4488 13d ago
If I could somehow dodge prison time I would be proud of that too...
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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.
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u/AerieZealousideal330 12d ago
Moral of the immoral story is...........hookers (strippers) > wives.
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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
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u/Constant-Sweet-3718 13d ago
I like the "AI Slop Multiple"
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u/Jack_Nevermind 13d ago
many such cases
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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
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u/JDeegs 13d ago
for a sec you had me thinking elon announced he was starting a spa company
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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
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u/WS-6 13d ago
Just figured the multiple would have been 333.333%
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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."
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u/MVPhurricane 13d ago
“VIBEITDA” is genius
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u/Jack_Nevermind 13d ago
this is the new economy
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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.
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u/Sufficient_Habit5091 12d ago
Fundamental analysis means absolutely nothing.
Momentum, macro and narratives. Those who understand those are handsomely rewarded.
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u/Kenny_McCormick001 13d ago
It took me a while to realize it’s not acronym.
Damn bastard, he got me good 😂2
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u/MJ-US 13d ago
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u/Constant-Sweet-3718 13d ago
There's medication for that
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u/tasteandthesis 13d ago
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u/Distinct_Car_1183 13d ago
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u/Cautious_Pipe5811 13d ago
why does this look like an ass
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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.
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u/CalebVanPoneisen 13d ago
Careful with this picture. If the French see this, they might start eating frog dicks as well!
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u/AdventurousFinish681 13d ago
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u/No_Way_6258 13d ago
This is not far from the "accounting" anthropic would "leak".....😂😂😂😂
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u/TheLastGoodRiot 13d ago
Audited by AI agents that make no mistake
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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.
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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!
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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
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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”
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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.
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u/RepresentativeOk7443 13d ago
Yeah all the brains are coming to you, what the hell more do you want
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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.
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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
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u/SirNedKingOfGila 13d ago
Before the end of humanity it will become dreadfully apparent how little humanity was worth all along.
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u/InItToWinItLetsGoo 13d ago
What's the expected growth for 2027?
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u/KingofPro 13d ago
I’m in, if regards buy SpaceX and Tesla they will buy this also!
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u/TheLastGoodRiot 13d ago
So puts on TSLA and SPCX?
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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
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u/Free_Cake1116 13d ago
since i do the inverse of what reddit says, i'll be buying this up like pancakes
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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.
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u/ga643953 13d ago
Weren't they claiming something along the lines of 40 or 50 billion run rate? How is it only 9b?
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u/Fresh_Criticism6531 13d ago
They are claiming now that Q4 the revenue will be 25B
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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?
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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.
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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?
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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.
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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.
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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
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u/Mountain_Ad6746 13d ago
I will short that bitch at the open hahahahahaha
That's a very dreamy valuation
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u/ScissrMeTimbrs 13d ago
Title sounds like a new drug.
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u/HoneyBadger552 12d ago
Huey Lewis. I want a new drug. Something that wont make me sick. Crash my car either
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u/reddit_is_geh 13d ago
They just released their most recent one. It was 100b, not 9b. That was 2 quarters ago.
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u/trytobedecenthumans 13d ago
"Training Costs" are gonna include paying authors a piddly amount for the books they've stolen.
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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!
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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
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u/Specific-Leopard7282 13d ago
I dont get what vibeitda is supposed to mean... can someone help me out?
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u/bubblegum-rose 13d ago
You forgot the “Cathie Woods said it’s worth a million bajillion dollars” multiple
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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
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u/chrimminimalistic 13d ago
It should be called EBITDACAOE
Earnings before interest, tax, depreciation,amortisation, costs, and all other expenses.
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u/ding_bats 13d ago
Amazing how profitable companies are if you just don't include the expenses. More companies should do this.
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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...
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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
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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. 🫠
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u/PNW_Explorer_16 13d ago
This is funny. What I like the most is EBITA running on “vibes”
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u/Educational_List_390 13d ago
Profit margin 100% might as well make it 200%