4 sources healthy · latest episode 9 Nov 2026
prediction claim

The speaker expects bank sell-side analysts to publish financial models and forward estimates, but does not know what those estimates will ultimately be.

Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026

In their words

The transcript segments this claim was taken from

“The sell side research analysts at all the banks will, will build their models, will kinda have a forward, a forward number. I don't know where that's gonna shake out. Um, but I, I, I do think you'll, you know, you'll, you'll see, um, a lot of optimism, um, about what the future of this business could look like.”
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