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Alpha with Artemis #6: The Bull and Bear Case for Anthropic $ANTHR
xitter.cf/i/broadcasts/1kKzDPWDP…
Introducing: Anthropic Dashboard
Get the metrics that matter from the Anthropic S-1 benchmarked against other high growth technology companies.
Anthropic is the fastest growing public company ... ever.
We believe Anthropic as a AI research lab shouldn't be valued like a normal SaaS company (12-50x ARR) or API business (3-6x ARR) but instead of a suite of bets around coding agents, robotics, finance, legal, healthcare, life sciences, and services (with Ode) and more.
Coding agents may have taken Anthropic to $69B ARR (Sept '26 estimated ARR) but we think building and owning intelligence as the most trusted frontier lab b/c of emphasis of safety will allow Anthropic to be a n of 1 business that we've never seen before.
More on our thesis later today.
Here's the dashboard: artemis.ai/company/ANTH?tab=…
Artemis retweeted
We are excited to announce @HadickM and @tomhschmidt have been promoted to Managing Partners, joining @hosseeb and Bo in leading Dragonfly.
The promotions recognize the role both have played in shaping Dragonfly into the firm it is today, and mark the firm’s move to a broader partnership. As co-leaders, Rob and Tom will help carry forward what Dragonfly has always done: backing the founders building the future of money and markets.
While @AnthropicAI will mostly like break market cap numbers, it blows away other metrics as well
-Highest revenue Y/Y growth of tech IPOs
-One of the largest cash balances of all companies
-Net revenue retention astonishing
A 🧵(1/5)
Finally, companies spend - A LOT. @AnthropicAI has already outpaced companies like Datadog and Snowflake for customers spending > $1mn per month
Did @andrewrsorkin nail the current environment in his excellent book, 1929?
"Each wave seduces us into thinking that we’ve learned from history and, this time, we can’t be fooled. Then it happens again."
Introducing: Financial Statements for Protocols
Find out how profitable a protocol like @HyperliquidX @solana @ethereum @Pumpfun and more are.
Get started: artemis.ai/company/HYPE?tab=…
Winner of RWA perps, wins perps.
Awesome nugget from @LorenzoARK
The big boys are entering the arena.
In July, @HyperliquidX (via trade.xyz) had ~80% of RWA perp volume. This week: 26%.
The market doubled in that time frame. Weekly RWA perp volume went from ~$20B to ~$40–60B, but CEXes took nearly all of the new flow.
Binance went from 3% share to 30% in two weeks. OKX went from zero to 14% this week alone. Gate and Bitget are scaling too.
CEXs now hold 64% of the market.
They know what’s at stake: if they lose RWA perps to on-chain venues, they lose their claim to being the default trading venue, period.
Alpha with Artemis #9: AI Drug Discovery Winners xitter.cf/i/broadcasts/1aKbdENrr…
Alpha with Artemis #8: New Way of Finding AI Winners / Bottleneck picks 👀 xitter.cf/i/broadcasts/1qGvvelyg…
