AI · last 30 days

Anthropic: what the voices are saying

3 voices mentioned Anthropic 9 times in the last 30 days. On balance they are bullish: 2 bullish, 1 bearish. Last mentioned today.

The read

Voices are bullish on AI demand but treat Anthropic mainly as a prospective IPO and a contested safety-policy actor.

On All-In, Ben Horowitz said Anthropic's IPO is likely to be strong despite uncertainty about its growth rate and valuation.[1] Chamath Palihapitiya argued Anthropic should prioritize raising roughly $200 billion to $250 billion over maximizing its IPO valuation.[1] Martin Shkreli, on All-In, said AI could create entire portfolios of businesses within companies such as OpenAI and Anthropic.[2]

Where they disagree

On All-In, David Sacks argued Anthropic's approach to model constitutions could raise alignment risks and Ben Horowitz called its campaign against open-source models unnecessary, while Horowitz also expected a strong IPO.[1]

Sources (2)

All-In Podcast: CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer (Oct 17, 2026) · watch
All-In Podcast: Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him (Oct 12, 2026) · watch

Each voice's latest take

Voice	Stance	What they said	When
Jordi Visser	Very bullish	Visser says SpaceX's compute demand substantially exceeds supply and cites its plans to add compute capacity as evidence that AI infrastructure demand remains strong.	today
Peter Diamandis	Very bullish	Alex said AI agents are being marketed as harmless consumer assistants but are really a path toward replacing human service-economy jobs with virtual employees.	yesterday
All-In Podcast	Very bearish	David Sacks argued that Anthropic’s approach to model constitutions could encourage models to see themselves as independent moral actors and increase alignment risks.	8 days ago

Every mention

Visser says SpaceX's compute demand substantially exceeds supply and cites its plans to add compute capacity as evidence that AI infrastructure demand remains strong.
“Compute demand is substantially greater than supply.”
Very bullishJordi Visser, Jordi Visser, Oct 25, 2026Episode summary Watch at 26:02 #Anthropic
Alex said AI agents are being marketed as harmless consumer assistants but are really a path toward replacing human service-economy jobs with virtual employees.
“These are human service economy job replacements.”
Very bullishAlex, Peter Diamandis, Oct 23, 2026Episode summary Watch at 1:09:14 #Anthropic #OpenAI
Emad argues that AI alignment should be built intentionally through the models’ training data and curriculum, rather than assuming that greater capability automatically produces better alignment.
“we need to build it very intentionally.”
NeutralEmad, Peter Diamandis, Oct 17, 2026Episode summary Watch at 1:10:57 #OpenAI #Anthropic
Chamath Palihapitiya argued that Anthropic should prioritize raising roughly $200 billion to $250 billion over maximizing its IPO valuation.
“They need in my estimate at least 200 billion.”
BullishChamath Palihapitiya, All-In Podcast, Oct 17, 2026Episode summary Watch at 55:03 #Anthropic
Ben Horowitz said Anthropic’s IPO is likely to be strong despite uncertainty about its growth rate and valuation.
“I think it is set up to have a a strong IPO.”
Very bullishPrediction: a strong IPOBen Horowitz, All-In Podcast, Oct 17, 2026Episode summary Watch at 52:16 #Anthropic
Ben Horowitz argued that Anthropic’s campaign against open-source models is unnecessary and could stifle competition.
“their attempts to kneecap opensource through their incessant fear-mongering campaigns and regulatory capture”
BearishBen Horowitz, All-In Podcast, Oct 17, 2026Episode summary Watch at 52:50 #Anthropic
David Sacks argued that Anthropic’s approach to model constitutions could encourage models to see themselves as independent moral actors and increase alignment risks.
“they are creating the very risk they keep warning us about”
Very bearishDavid Sacks, All-In Podcast, Oct 17, 2026Episode summary Watch at 1:20:39 #Anthropic
Alex says Meta’s Muse models may be near leading models in raw capability but appear below the frontier when their cost is considered.
“on a cost basis, it's below the frontier.”
BearishAlex, Peter Diamandis, Oct 15, 2026Episode summary Watch at 34:58 #Meta #OpenAI #Anthropic
Shkreli says AI could create entire portfolios of businesses within companies such as OpenAI and Anthropic.
“you're going to have a whole S&P 500 within Open AI or Anthropic”
Very bullishPrediction: an S&P 500-sized collection of businesses within AI companiesMartin Shkreli, All-In Podcast, Oct 12, 2026Episode summary Watch at 17:18 #OpenAI #Anthropic

Frequently asked questions

Are investors bullish or bearish on Anthropic right now?

Over the 30 days to Oct 25, 2026, the voices we follow were bullish on balance: 2 bullish, 1 bearish, 0 neutral, based on each one's latest comment.

What does Jordi Visser think about Anthropic?

Visser says SpaceX's compute demand substantially exceeds supply and cites its plans to add compute capacity as evidence that AI infrastructure demand remains strong. (Very bullish, Oct 25, 2026.)

What does Peter Diamandis think about Anthropic?

Alex said AI agents are being marketed as harmless consumer assistants but are really a path toward replacing human service-economy jobs with virtual employees. (Very bullish, Oct 23, 2026.)

What does All-In Podcast think about Anthropic?

David Sacks argued that Anthropic’s approach to model constitutions could encourage models to see themselves as independent moral actors and increase alignment risks. (Very bearish, Oct 17, 2026.)