ATC quote · Oct 26, 2026 · 0:24:19
“Yeah. So Zoom, Zoom, Amazon, Google, Microsoft, NVIDIA, AMD, they all own a stake in it, AMD being a smaller amount, though.”
NatNat @Natnatx007 (speaker unconfirmed)
From ATC: Anthropic IPO + Current State of SI (part 1, cut off), Oct 26, 2026 · Episode page

In context
0:24:15 Ryan @Rlad1776 (speaker unconfirmed): Yeah. D x y z, VTR. Yeah. Yeah. All of them. Yep.
0:24:19 NatNat @Natnatx007 (speaker unconfirmed): Yeah. So Zoom, Zoom, Amazon, Google, Microsoft, NVIDIA, AMD, they all own a stake in it, AMD being a smaller amount, though.
0:24:31 Milo @0dteSPY (speaker unconfirmed): Right. So, like, I would be comfortable with them. I might not be as comfortable with a d x y z holding. Right? And, especially, it depends on their price per share and where they got in, if that makes sense. So, like, I think you have to evaluate all that and then see how it retraces. That's my take.
Show discussion only, not financial advice. Transcripts are auto-generated.
