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Silicon valley wants $2 trillion for anthropic’s ipo while wall street pricing sits near $1.5…

Yethikrishna ROriginal on Threads

silicon valley wants $2 trillion for anthropic’s ipo while wall street pricing sits near $1.5 trillion, and the filing shows it has committed to at least 14.8 gigawatts of compute capacity, over $500 billion across ten years.

the gap between those numbers is the whole bull and bear case in one line.

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The note above is reproduced unedited from the original post, first published on Threads on 1 October 2026 at 10:47 IST.

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