Amazon owns stake in Anthropic and is its primary cloud partner through AWS. As Anthropic grows, Amazon benefits from both the increasing value of its equity stake and potentially more than $100 billion of future AWS spending commitments.
Smart observation. SKT owns roughly 0.3% of Anthropic after dilution and Morningstar just raised their fair value 28% because the Anthropic stake is now dominating SKT’s valuation. SKT’s CEO also added to the position in the latest funding round…The issue with proxies is always the same. You are buying a Korean telecom business to get 0.3% of Anthropic. At the IPO you can own it directly and cleanly. If you can’t wait, SKT is good listed option available today. Just know what you are actually buying.
I believe in Anthropic as well. Any way to get exposure before IPO?
Amazon owns stake in Anthropic and is its primary cloud partner through AWS. As Anthropic grows, Amazon benefits from both the increasing value of its equity stake and potentially more than $100 billion of future AWS spending commitments.
Thanks! Any thoughts about SKM (SK Telecom) being a less diluted proxy for Anthropic?
Smart observation. SKT owns roughly 0.3% of Anthropic after dilution and Morningstar just raised their fair value 28% because the Anthropic stake is now dominating SKT’s valuation. SKT’s CEO also added to the position in the latest funding round…The issue with proxies is always the same. You are buying a Korean telecom business to get 0.3% of Anthropic. At the IPO you can own it directly and cleanly. If you can’t wait, SKT is good listed option available today. Just know what you are actually buying.
Thanks FJ!
Anytime :)