Your gateway to a free society
Article
Anthropic's $2 Trillion Bet Is That Nothing Goes Wrong
Anthropic's $2 Trillion Bet Is That Nothing Goes Wrong
The most revealing aspect of a $2 trillion Anthropic IPO is not the staggering valuation, but the suspension of disbelief required to justify it.
To buy into that number, investors must assume that artificial intelligence is becoming economically indispensable at breakneck speed, that a formidable moat will protect a handful of frontier-model developers, and that the exorbitant costs of computing infrastructure will not eventually crush their margins. More crucially - they must wager that the political, technical, and institutional risks inherent to an increasingly...
aboutLiberty Portal
Liberty Portal is your gateway for free markets and free thinking. We aggregate open-sourced content to promote and popularize important people and lessons within the liberty movement.
suggested
Jul 20, 2026 / Tyler Durden
Oh My F**king God, They're Doing It Again
Oh My F**king God, They're Doing It Again
Submitted by QTR's Fringe Finance
Assholes who wear Vineyard Vines all summer on Wall Street have once again put those Wharton PhD’s to good use by again “discovering” that assets so toxic and illiquid they make drinking cement taste like Fiji water apparently become safe when you rearrange them, rename them, and place an insurance company between the losses and the people buying them. Sound familiar?
According to Bloomberg, UBS and other firms have been exploring structures that package stakes in private-credit funds into bonds....
Read more
Aug 9, 2026 / Tyler Durden
Trump Says "We Are Low Keying It" With Iran As Options For Walking Away Have Drastically Narrowed
Jun 21, 2026 / Tyler Durden
The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit
The Market Is Carrying More Length & More Leverage: Goldman Flows Guru Warns... Expect More Volatilit
The biggest discussion that top Goldman Sachs trader (and flows guru), Lee Coppersmith, had with clients this week wasn’t whether AI is over - it wasn’t.
The debate has shifted to how investors should own it from here.
If anything, the secular backdrop across both the US and Asia continues to strengthen. Capex expectations remain robust, earnings revisions continue to move higher, and we saw another week of significant inflows into US technology.
Prime Brokerage data tells...
Read more
support
If you like what we do and want to support us, then you are a fine humanitarian. Click the link below to find out more.
Support the liberty movement
Want to get in touch?