An IPO adviser on why Anthropic is buying compute before the revenue exists | Sozzi Unleashed

Jim Neesen, Managing Partner at Connor Group, has spent his career taking companies public, and he reads Anthropic's filing as a company stocking compute inventory years ahead of the revenue meant to pay for it. He walks through the psychology that demands of a board, what the governance structure has to hold together, and why the headline loss is not the number he would price this company on. Brian Sozzi asks what a red flag would even look like in a filing that uses the word humanity. Full episode, including Sozzi on Microsoft paying people to leave: https://www.youtube.com/watch?v=v_QyD39HnWE Timestamps 0:00 What an ideal board member needs 1:06 The governance red flag 2:15 The $80 billion loss that is not a loss 3:21 What the average investor should do 4:41 What this means for OpenAI 6:07 Whether AI gets the Amazon treatment 7:39 What surprised him most in the filing #Anthropic #IPO #AI #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571