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Joined September 2025
Anthropic is growing at a crazy pace, but it’s also committing $265 billion to compute. Can Claude's growth justify the massive price tag?
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Anthropic, the company behind the AI assistant Claude, has just filed to go public. Its filing gives us the first real look inside the business. Here are 6 numbers that tell the story 👇🏻
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But there is a huge bet on the other side. To keep serving all this demand, Anthropic has committed a staggering 265 billion dollars towards future computing power. Running AI at this scale is extremely expensive, and that is the cost behind all the growth.
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So the whole story comes down to one simple question. Can the use of Claude, and the money it brings in, keep growing faster than the enormous cost of powering it?
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Diwali 2025 was a bumper season for carmakers, thanks to GST cuts. Diwali 2026 looks different: prices are rising again. Can automakers keep the sales momentum going? Here’s the full story. 👇
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Reliance is betting big on FMCG. What does its Joyland play mean for the company’s growth story?
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The government is reportedly exploring a cut in the 12.5% LTCG tax on equities, along with allowing foreign portfolio investors to calculate taxes in dollar terms. Why does this matter? A foreign investor can make a gain in rupees but still incur a loss in dollar terms if the rupee depreciates. Taxing that nominal gain can make Indian equities less attractive to global capital. If implemented, these changes could influence how foreign investors evaluate Indian markets and their competitiveness against other emerging markets.
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The company that makes your Coca-Cola, Thums Up and Sprite in India is getting ready to go public. As per news reports, Hindustan Coca-Cola, the local bottler behind these drinks, is set to file for an IPO of around 1 billion dollars. Here is the story 👇🏻
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And the scale being talked about is big. As per news reports, the company is looking at a valuation of around 10 billion dollars. The filing is expected shortly, with the actual listing likely sometime in 2027.
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TLDR: One of the most familiar names on Indian shelves, the maker of your everyday cold drinks, is preparing to join the stock market in a big-ticket listing. Would you want to own a piece of the company behind the packaging of Thums Up and Coca-Cola?
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Jio IPO allotment chances: Retail 2.72× → ~70% Small HNI 10.22× → ~11% Big HNI 15.89× → ~37% Shareholders 7.60×, employees 2.93× & QIBs 70.55×: proportionate allocation. Odds are estimates from reported applications; final allotment may vary. #JioIPO
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