KOR12

📰 #anthropicipomeetingsskipfinancialsvaluation — All Vibes, No Numbers? Anthropic's pre-IPO roadshow is off to a strange start: CFO Krishna Rao is leading early meetings with prospective investors — and sources say valuation hasn't even come up . No price talk, no financials deep-dive. Just the growth story. Meanwhile, the FT reports backers are quietly modeling a $2 trillion+ IPO — the largest stock-market debut in history. For context: Anthropic was marked at $965B in May after its $65B Series H. Annualized revenue was ~$47B then; investors now project $100–120B by year-end , with one even slapping a 30x revenue multiple on it to reach $3T. Skeptics smell a gap. The company's confidential S-1 was filed back on June 1, but the audited numbers the public will actually see are still under wraps. Translation: private-market believers get to price a narrative; public buyers get the cold, hard books. Skip the financials, skip the valuation — and let the market find out later? That's either peak confidence… or peak timing. 😬 #KalshiOrderedToSuspendWashingtonOperations #GlobalStocksNearRecordHighs #ProCapFilesBitcoinTreasuryDiscountETF #US30YBondAuctionYieldHighestSince2001