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Anthropic's $30 Trillion And The Artificial Intelligence Bubble That Never Was
Source: seekingalpha.com
Artificial IntelligenceTechnology & InnovationInvestor Sentiment & Positioning
The article argues AI valuations are justified, citing an example of Anthropic’s potential ~$2T IPO contingent on a projected ~$30T AI market. It contends the risk of an “AI bubble” is overstated, expecting productivity gains (currently mixed) to accelerate as AI matures and adoption deepens.
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