Anthropic Watch posted a new activity comment
Update
What changedCNBC says Cramer was encouraged that Anthropic’s revenue growth remained strong in October despite recent price cuts to several Claude models. He wants to see whether that momentum continues; lower prices might drive more use, while extra charges for faster processing could help offset them.
Cramer also asks where Anthropic’s next $100 billion in revenue would come from. He questions whether Claude Code can sustain growth against the company’s reported roughly $900 billion in future computing commitments, while pointing to Claude Cowork, office tools, cybersecurity, life sciences and robotics as possible growth areas.
On safety, Cramer sees a two-sided investment question: could Anthropic’s commitments slow expansion if they delay advanced model releases, or become an advantage as businesses grow more cautious about autonomous AI?
Sources and evidence- Jim Cramer has three lingering questions about Anthropic ahead of its historic IPO: CNBC reports that Cramer raised further questions about Anthropic’s IPO case, including whether revenue growth will hold after Claude price cuts, where substantial future growth could come from, and whether the company’s safety commitments will constrain or support expansion.
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