Anthropic's $80B Six-Month Loss vs Google's $500B Wipeout | Stock Market
Deep Values: Value Investing Deep Dives · Oct 31, 2026 · 17:59
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 31, 2026 · 17:59
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See how Graham and Buffett would judge Anthropic's $80 billion six-month loss and Google's $500 billion wipeout. With Anthropic's S-1 filing out and AI spending soaring, the margin of safety question can't wait.
Chapters
(0:00) AI Capital Cycle Analysis
(1:40) Financial Reality of 2026
(2:23) AI Paradox Bull Bear Case
(4:07) AI Capital Cycle Analysis
(4:47) AI Paradox Bull Bear Case
(5:48) Financial Reality of 2026
(6:29) Capital Allocation Repricing
(8:12) AI Paradox Bull Bear Case
(11:45) Takeaway for Long-Term Investors
(16:57) Apps for Intelligent Value Investor
(17:34) Get the free apps
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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
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Episodes: Deep Values: Value Investing Deep Dives
