Fri, 14 Aug 2026 20:11:00 +0000
Anthropic's IPO will be priced around a $2 trillion valuation and will trade up to roughly $3 trillion afterward.
“I think that's probably where it could where where it might trade... Maybe it is two and it trades to three.” View on YouTube
As of August 2026, Anthropic has not yet IPO'd; reporting says investors are targeting an October 2026 listing at $2 trillion or more. The IPO pricing and post-IPO trading price are not yet known.
Anthropic will exit 2027 with an annualized revenue run rate of roughly $400-500 billion (assuming it ends 2026 around $100-120 billion).
“I think four to 500 billion is within the zone... of like realistic and achievable... I think the overunder really is 500 billion exit ARR for next year. And I think they think they'll do the over.” View on YouTube
A 2027 exit-ARR forecast; 2027 has not happened yet, so this cannot be assessed.
Meta/Zuckerberg will have the best open-source AI model within the next year.
“He is gonna have the best open source model in the next year. I guarantee it.” View on YouTube
A 'within the next year' forecast (from ~July 2026, running to mid-2027); as of August 2026, Meta's Llama 4 remains the most-deployed open-weight model but trails Chinese labs (Qwen, GLM, DeepSeek, etc.) on pure benchmark performance, and the window for this prediction has not elapsed.
xAI's Grok 4.7, a larger and significantly more capable model than Grok 4.6, will launch within a few weeks of this episode (late July/August 2026).
“this is still a relatively small model. It's 1.5 trillion parameter models. A larger model, Grock 4.7 that should be significantly more capable is coming out, you know, in a few short weeks.” View on YouTube
As of August 23, 2026 (well past 'a few short weeks' from the July 2026 episode), Grok 4.7 had not been released; xAI reportedly delayed it to early September after adding supplemental SpaceX training data.