ATC moment · Oct 26, 2026 · 0:17:55 to 0:25:50

Vendor equity, revenue recognition, valuation, where the big holders got in; Anthropic's losses

From ATC: Anthropic IPO + Current State of SI (part 1, cut off) · Episode page

“A 2,000,000,000,000 valuation or whatever it is completely ridiculous, but we saw SpaceX do something similar.”

Milo @0dteSPY (speaker unconfirmed) at 0:22:14

On the mic

• NatNat @Natnatx007 (speaker unconfirmed)
• Moni @monitalan (speaker unconfirmed)
• Ryan @Rlad1776 (speaker unconfirmed)
• Samara @thee_samara (speaker unconfirmed)
• Milo @0dteSPY (speaker unconfirmed)

Show discussion only, not financial advice. Transcripts are auto-generated.