SCOUT· 64%1h 18m·2026-10-30·MoneyJosh Brown: If This Is A Bubble, It’s Pathetic
Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has much of a moat. He also shares his prediction for the IPO and why he thinks the company has timed its public debut well. Plus, he weighs in on…
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What people are saying
“Both things can be true. I can say that Anthropic’s revenue growth is impressive while also saying that the level of sustained growth needed to justify the valuation is fucking insane”
“Josh protecting his ai investments”
“Losses are not losses was my favourite.”
“I'm genuinely surprised by how quickly Ed and Scott just rolled over from mere bluster. He completely got away with never actually addressing $800b, with only a really vague attempt at pinning him down. There is just no way he actually read…”
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