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Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by brcmthrowaway on Monday November 02, 2026 @10:54AM (#50338586)
Anyone with successful portfolios here - should a retail pleb invest?
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by jpadkins on Monday November 02, 2026 @11:13AM (#50338983)
Only with money you can afford to have sit (hold) for 10+ years. The closest analogy we have dotcom bubble and crash. We don't know if we are in 1998 or 1999. For most investors who got in in 1999 and held, they didn't break even until 2007 or longer. Versus the investor that got in 1998, was break even in 2003.

Obviously the investors who bought in at the bottom did the best :-) Most people who are crying 'AI bubble' predicted 8 of the last 2 bubbles.

My personal opinion is ANT IPO is like the netscape IPO of 1995, its the start of the cycle not the end. Things are going to get really crazy over the next 3-5 years, the last year was just a warmup. I don't think people realize how much credit fiat dollars have been and can be created, and how $1T companies will be commonplace. I think humans have a mental block, where we think dollars are like rulers or other fixed measuring devices, so you can look at the same number at different periods of time and compare. credit backed currency completely warps our sense of scale when it comes to measuring things in dollars.

Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by spyckie2 on Monday November 02, 2026 @11:32AM (#50339366)
1T companies common place in the next 5 yrs? 20 yrs?
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by jpadkins on Tuesday November 03, 2026 @09:06AM (#50352159)
Rough guess: 100-150 $1T companies in the next 5 years. The only way out of the US debt problem is to inflate it away.
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by TacticalCoder on Monday November 02, 2026 @10:59AM (#50338681)
Do not FOMO.

It's not the same thing as early NVidia / Amazon / Google IPO: these companies didn't IPO at a value immediately placing them in the top 10 (by companies market cap) and certainly didn't IPO at values representing 5% of the US GDP.

Can it x2? x3? x4? Maybe.

Can it x100 and represent five times the US GDP? I don't think so (I know, I know, the US GDP would grow too).

I know ANT ain't SPCX, but look at what happened so far to SPCX's valuation.

Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by kennywinker on Monday November 02, 2026 @11:10AM (#50338918)
Could it 1/100x? Yes.
Re:Anthropic reports $17B in Q3 revenue, commitments of $895... by 12_throw_away on Monday November 02, 2026 @04:10PM (#50343819)
helllll no