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Cake day: April 27th, 2026

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  • Not at this scale. Netflix and Uber aren’t trillion dollar companies now, and were worth way less pre-IPO. (Also neither is Anthropic–having a valuation of a trillion dollars just means that’s essentially how much you owe to investors). Anthropic and OpenAI are in insanely bad financial situations since much of the “investment” is just compute credits. To put it in perspective: it would be like you having to pay rent but you only get paid in is Applebees gift cards. They require a never before seen level of growth, which by the way, they’re already way behind on.