Bloomberg Technology
Why Anthropic’s AI Edge Appeals to Long-Term Investors
Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…
@zz-.-
October 30, 2026 at 1:25 pm
This is a misleading chart. It will not be sustainable bc their ARR growth rate will not sustain and everyone knows it. It will still be astronomical, but it will not be at the same scale as the last 3 years, naturally. So this chart will revert higher again, without question.
@118Columbus
October 30, 2026 at 1:39 pm
The flip
@118Columbus
October 30, 2026 at 1:40 pm
He doesn’t need to learn anything new with the S-1 because the whole point of going public is to stuff naive retail bag holders and indexers. It’s like get it free money from midgets.
@mikaellindiceland
October 30, 2026 at 1:56 pm
Recursive self-improvement is more difficult than it sounds. Improving from what to what? How will AI judge what’s “better”, if it’s supposed to be 10x-100x “better” than human performance? Speed, yes, that’s one thing, but runaway intelligence? That still seems far away. “It will just take off and leave us behind”, they say, but they never explain how, except “yeah, one model improves the next, which then improves it again, and again, and suddenly, humans are like ants in comparison”, then implied: “then perhaps we can turn a profit”. Meh.
@10parth10
October 30, 2026 at 2:51 pm
Anthopic AI edge is a current edge how is it any evidence for long term investing? Open AI, gemini, Meta etc can all catch up next year
@mariohernandez-xo8yd
October 30, 2026 at 2:54 pm
i´m tired of ai bs
@cryptocynic304
October 30, 2026 at 3:16 pm
Spending 100’s of billions in order to have ultimately a Google Search 2.0. Brilliant!
@bmbrs3
October 30, 2026 at 6:30 pm
yikes, someone is ignorant. That’s like saying an iphone is just a pager 2.0
@sb94b
October 30, 2026 at 7:13 pm
nice try diddy
@yi-vn4fz
October 30, 2026 at 9:15 pm
we also very early days in the space travelling. early days for forever living. bs