Anthropic has revised its ARR presentation, shifting from gross to net and excluding Meta and China-related distillation from its reported $65B figure. Gavin Baker says Meta alone was once speculated to account for more than $5B, as pre-IPO scrutiny builds.
published
Anthropic has revised its ARR presentation, shifting from gross to net and excluding Meta and China-related distillation from its reported $65B figure. Gavin Baker says Meta alone was once speculated to account for more than $5B, as pre-IPO scrutiny builds.
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Took $1.20 profit on the remaining Puts on the Strangle - holding the Calls now
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