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史诗级IPO前再释炸裂数据！Anthropic预计潜在市场规模超30万亿美元_我的网站

A |     "I think it would be best for President Trump to hold-back on an early announcement," said Earl Rasmussen, executive vice-president of Eurasia Group. "An early announcement may be a distraction from the very critical mid-term Congressional races and provide a mechanism to mobilize the Democratic base. Currently, it looks as if there will be a landslide of historic proportions resulting in a 'Red Tidal Wave' switching both the House and the Senate to a sizable Republican majority.",Politico and the Washington Post reported last week that Trump had met with top Republican donors, discussing the midterms and a potential Trump 2024 campaign. The Post quoted one Trump ally who, speaking on conditions of anonymity, put the odds at “70-30 he announces [his presidential bid] before the midterms.” Others did not rule out that he may announce it sooner than September.,"My own view is that President Trump would better campaign for the candidates he is supporting," explained Rasmussen. "This would give extra attention to the importance of local races; provide his support to the congressional candidates while at the same time getting visibility nationwide without the focus on himself. This could be very positive for the Republican Party and the Trump movement.",Meanwhile, 49% of Republicans place Trump at the top of their list of potential presidential candidates, with Florida Governor Rick DeSantis sitting on 25%, noted US political analyst Don DeBar.,Similarly, a poll by Morning Consult/Politico released on June 29 indicated that Trump has maintained his position among GOP voters, with the majority saying they'd vote for him in a 2024 Republican presidential primary. At the same time, candidates who have either been endorsed or supported by Trump were largely successful during the GOP primaries.,"Should the economy continue to tumble downward, and if the war in Ukraine continues to induce fear of a global conflagration, Republicans may find Trump invaluable, if not indispensable, in capturing both houses of Congresses and a number of state legislatures as well," said DeBar.,Poll: Biden's Economic Approval Rating at 30%, Lower Than Nadirs for Trump and ObamaYesterday, 16:59 GMT,Dems Seeking to Reinvigorate Bases,Democratic strategists are hoping a Trump pre-midterm announcement might help Democrats galvanize their base.,"The American electorate is highly polarized by party, and a combination of a five year wall-to-wall media campaign attacking Trump, along with constant legal and procedural attacks by Democrats, the 'intelligence community' and other organs of what has become known as 'the deep state' has placed him in the role of public enemy number one in the eyes of Democrats," explained DeBar.,This situation, along with Trump's popularity among Republicans and the loss of legitimacy of GOP establishment politicians, "has also created a deep cleavage within that party along the lines of pro-Trump and anti-Trump Republican officials," according to the political analyst.,"As for energizing Democrats to come out and vote against those associated with Trump, clearly this is a part of the Democrat's strategy - the January 6 show hearings are prima facie evidence of this," he said. "But that is a strategy that has failed a number of times, beginning with the 2016 election. And the fact that Biden's numbers are at the same level as Richard Nixon's on the day before he resigned in disgrace means, absent some miraculous turnaround in the economy and a return to normalcy in eastern Europe, Democrats will go down in flames in the fall no matter the type or intensity of mobilization of their voters by any negative campaign based upon hatred of Trump.",House Jan. 6 Committee Subpoenas Secret Service Over Alleged Missing Text Messages on Capitol Breach16 July, 12:44 GMT,House Select Committee on Jan 6 Attack,The Dems apparently hope that the House Select Committee investigating the January 6 protests may throw sand in the gears of Trump and the Make America Great Again movement.,According to Politico, the panel's "much-anticipated hearing" will happen on Thursday. It is expected to feature former Trump White House press aide Sarah Matthews and former Deputy National Security Adviser Matthew Pottinger. Moreover, committee members, aides and allies say that their investigations and hearings will continue past November, with the only "hard deadline" being January 3, 2023, "when Republicans likely take over the House," Politico reports.,"The committee is a circus!" said Rasmussen. "It is even more tragic than the [Special Counsel Robert] Mueller investigation. We have hundreds of people, many held without charges, being kept and tried as political prisoners. This is not about justice; it is criminal what is happening to patriotic people exercising their right to be heard with many being lured onto Capitol grounds. The hearings are a tragedy to our nation’s underlying values.",Rasmussen projects that the Dems "will try to drag the Committee hearings out as long as possible" even though they have not received the reaction that was sought for. The Democratic Party has a lot of failing policies and hearings apparently serve as a sort of distraction. The think tank executive vice president does not think that the Dem’s effort poses an obstacle for Trump, however, like the Mueller Investigation, it could provide additional challenges.,"Clearly, the January 6 Committee is attempting to do a (former President of Brazil) Lula on Trump - tie him up in criminal and other court proceedings to render him either legally or politically ineligible to run, in order to prevent him from winning another term," said DeBar.,However, the political analyst suggested that efforts to delegitimize Trump could prompt fierce resistance from his multi-million base. DeBar does not rule out that "if Trump is barred from running through a process that appears illegitimate in front of those voters, there is a real possibility that it could provoke an actual - and not play-pretend - insurrection, which could, in turn, lead to open civil war."。    　　据媒体周二援引知情人士报道，Claude聊天机器人开发商Anthropic 或将向投资者表示，其总可寻址市场（TAM）超过30万亿美元。　　这一数据将超越 SpaceX 此前给出的28.5万亿美元的TAM估算，写下新的记录。　　这个数字有多惊人？据媒体援引FactSet的数据，标普1500指数中191家科技公司去年的营收之和为2.4万亿美元。而Anthropic声称的潜在市场规模是这一总和的12倍以上。　　TAM是指在取得100%市场份额的情况下，某项产品或服务所能获得的总营收机会。

B | 　　据报道，Anthropic在量化其TAM时，将AI模型能够完成的全部工作量纳入了考量。

C | 　　庞大的TAM将为Anthropic 的估值和大规模基础设施投入提供支撑，并成为其计划中的IPO 背后增长叙事的核心支柱。而快速成长的科技初创公司通常会在上市时提出TAM，藉此说明未来仍有庞大扩张空间，从而吸引投资者的兴趣。　　马斯克旗下火箭企业SpaceX在今年5 月提交的IPO文件中将其28.5万亿美元的TAM 称作“人类历史上规模最大的TAM”，其中26.5万亿美元来自AI商机。　　回顾历史可以发现，过去十年，大型IPO中的潜在市场规模（TAM）数字经历了大幅膨胀。优步在2019年的IPO中声称其潜在市场规模为6万亿美元，而WeWork在其最终放弃的IPO中也宣称潜在市场规模达3万亿美元。这些数字如今与SpaceX的28.5万亿美元和Anthropic预计的30万亿美元以上相比，显得微不足道。　　需要指出的是，相关估算高度依赖产业数据与投资银行模型，本就带有相当程度的假设。由于AI可能重塑众多产业，预测其长期影响更加困难，这也使Anthropic提出的30万亿美元TAM面临可信度考验。　　史诗级IPO前频释炸裂数据　　在Anthropic进行史诗级的IPO之前，近期释出的一系列数据显示，这家公司的财务状况正爆发式增长。　　据媒体本月早些时候援引知情人士报道，Anthropic内部预计其2028年的营收将达到约1900亿至2000亿美元。　　该公司还向投资者披露，截至7月底，其年化营收已突破650亿美元，较今年5月的470亿美元增长约38%。

D | 　　此外，据业内人士近日看到的文件，Anthropic在向潜在投资者推介时透露，公司第二季度的营业收入超过115亿美元，较去年同期实现了约14倍的巨幅增长。　　这些数据将为投资者评估Anthropic价值提供关键参考。　　除TAM可能超越SpaceX外，Anthropic的IPO规模与估值也可能刷新纪录。知情人士透露，公司可能寻求募资最高1000亿美元，高于SpaceX的860亿美元，目标估值则约为2万亿美元，也超过SpaceX上市时的1.77万亿美元。　　Anthropic的上市计划仍在讨论，相关数字可能调整。公司预计未来数周公开IPO财务文件，最快可能于9月或10月初挂牌。（文章来源：财联社）。

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