Bing Gordon, an EA founding executive, discussed Anthropic's upcoming IPO (ANTH.PVT) with Yahoo Finance's Brian Sozzi. He compared it to Jeff Bezos's push to keep approving heavy AWS capex while Amazon had no free cash flow early on, including one year of $75 billion that unsettled the board. Gordon said markets are usually poor at judging returns three or four years out, and he framed Anthropic's spending as a similar bet that investment will pay off in that window. He added that Amazon was once seen as a cash-losing business, and that moving from investment to profit is an act of faith in execution.
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▲ Likely positiveAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/23/2026 | 248.04 |
| Change that session | -0.93% |
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