WS #14114
Anthropic is reportedly targeting a $2T+ valuation for an October IPO, projecting $190-200B in 2028 revenue, which could set a new record and boost AI sentiment. Berkshire's Q2 13F shows a ~$20B net stock purchase, adding ~48M shares of Alphabet (3rd largest holding) and 17.5M shares of Delta, signaling a more aggressive capital deployment under new CEO Greg Abel.
Anthropic IPO at $2T valuation
Anthropic is reportedly targeting a $2T+ valuation for an October IPO, projecting $190-200B in 2028 revenue, which could set a new record and boost AI sentiment.
Berkshire's Q2 13F shows a ~$20B net stock purchase, adding ~48M shares of Alphabet (3rd largest holding) and 17.5M shares of Delta, signaling a more aggressive capital deployment under new CEO Greg Abel.