Anthropic is asking Wall Street to believe in AGI

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SemiAnalysis’ Joey Brookhart helps break down the Anthropic S-1 and why he thinks the company could be worth $10 trillion.

Today on Decoder, I’m joined by Joey Brookhart, an analyst at the chip and AI research firm SemiAnalysis, to help me dig into the story inside the numbers of the Anthropic IPO filing — a document known as an S-1.