You will own Anthropic whether you want to or not

Cory Johnson, Chief Market Strategist at Epistrophy Capital Research, spent the night before this interview reading Anthropic's IPO prospectus. Asked whether there is a risk in sitting the listing out, he says the choice is not really available: index funds, and the funds that measure themselves against them, will buy it regardless of price, the way SpaceX was pushed into the major indices after its own IPO. He describes a company profitable on an operating basis last quarter, and argues the addressable market is no longer bounded by the number of people alive, because most traffic on a network already comes from agents rather than humans. Featuring Cory Johnson, Chief Market Strategist, Epistrophy Capital Research Julie Hyman, Host, Yahoo Finance Jake Conley, Breaking Business News Reporter, Yahoo Finance Pras Subramanian, Senior Autos Reporter, Yahoo Finance Watch the full episode of The 8:30: https://www.youtube.com/watch?v=7uGIZziu_6Q Timestamps 0:00 Can you say yet whether this is a good investment 1:21 Is there a risk in sitting this one out 3:41 Model routing, and why Claude got expensive 6:10 Most of the traffic on a network is not human 9:08 When do the payments actually land #Anthropic #AnthropicIPO #AIStocks #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571