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“Anthropic's implied valuation keeps climbing as cheap-by-the-token inference unlocks workloads nobody could afford before and pay-per-token revenue compounds 10x a year off a still-early base.”
Source
Dwarkesh PodcastYouTube“The most important question nobody's asking abou…”5:18
“while this year might cost $30 billion, next year it'll cost $3 billion, the year after that $300 million, and by 2030 it'll be less expensive to monitor every single nook and cranny in this country than it is to remodel the White House.”
Performance
Entry$628.19
Current—
Since call— pending
Confidence72%
How this was scored
Entry$628.19Mar 11, 2026 · 18:57 UTC · paste.trade
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.