← Leaderboard
RL
Robert Lee
Bloomberg Intelligence
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Robert Lee (Bloomberg Intelligence) tells Bloomberg that Anthropic and OpenAI, alongside SpaceX, are the most hotly anticipated IPOs globally this year.
Alongside SpaceX, obviously, Enthropic and OpenAI, I should say, are the most hotly anticipated IPOs globally this year for obvious reasons.
Robert Lee (Bloomberg Intelligence) tells Bloomberg that Anthropic's reported $11.5bn Q2 revenue and adjusted operating profitability show strong top-line momentum and bottom-line traction in a software sector that is loss-making in aggregate.
the company has clearly got strong top line momentum and is gaining solid bottom line traction in a sector on the software side that remains lost making in aggregate.
Follow Robert Lee
One short email when Robert puts a new call on the record, and when a verdict lands on one. Plain words, free.