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Wall St EngineWall St Engine
10 Nov, 15:20

Google's Anthropic Stake Valuation Upside

Bullish-0.24%

AI Summary

The author breaks down the potential valuation upside of Amazon and Google's stakes in Anthropic, highlighting massive multiple returns that underscore strong AI infrastructure positioning for both tech giants.

AMAZON & GOOGLE'S ANTHROPIC STAKES COULD BE WORTH $411B AT $78/SHARE Amazon: $18B invested → $271.8B (15x) $GOOGL: $33.3B total → $139B (4x), incl. $10B IPO placement The $130M Series A would be worth $37.9B, about 290x Assumes $AMZN's remaining notes convert. https://x.com/wallstengine/status/2120174656963637285/photo/1

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