ANTHROPIC: A TRILLION-DOLLAR BET ON TOMORROW

With Anthropic's potential IPO drawing attention, the real question goes beyond its trillion-dollar valuation expectations. How much is the future of AI actually worth? In this video, Sanjay Sir explains why valuing a young AI company is fundamentally different from valuing an established business, and why its future growth potential matters more than its past performance. The discussion takes a closer look at Anthropic's revenue growth, profit margins, massive computing commitments, competition from Chinese AI models and corporate governance concerns. It also breaks down the practical process of valuation, from forecasting revenues and free cash flows to estimating the cost of capital and arriving at a company's intrinsic value. Valuation is not about predicting the future perfectly. It is about understanding how much of the future is already reflected in today's price. For finance students and anyone interested in AI and business, this is an opportunity to see how concepts learned in classrooms apply to some of the most talked-about companies in the world. Watch the full video and discover why understanding the assumptions behind a valuation is just as important as calculating it.