Scott Galloway breaks down why Anthropic is worth more than Walmart, whether we&#x27;re in an AI bubble, and why traditional advertising careers are in freefall. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Plus, you can now call or text Scott a question at our new Office Hours hotline: ‪(201) 472-3656‬. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Anthropic's Insane Valuation + The Future of Marketing

The Prof G Pod with Scott Galloway

# Full Transcript

**Podcast:** The Prof G Pod with Scott Galloway

## Transcript

Support for the show comes from Ferragamo. This Father's Day, Ferragamo presents their The Things I Have Learned From You collection because a father's influence is reflected in the details, in the way they dress, in the appreciation of materials, and in making considered choices. These elements build over time and become part of a shared identity. And Ferragamo wants to highlight the style, assertiveness, and poise that are naturally showcased with the everyday moments between a father and the ones they love.

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This is actually a paid ad, but it's a little bit weird. Full disclosure, I'm an investor in section as I feel that the part of AI that is most underinvested is what I call the adoption layer. And that is helping companies upskill their employee base to better leverage AI. Anyways, Section has helped Nike, Autodesk, NASCAR, AV InBev, and Publisi, and a hundred other firms get value from AI. They can do it for you. Get in touch at sectionai.com. That's S-C-C-T-I-O-N-A-I.com to learn more.

Welcome to Office Hours with Prof G. This is the part of the show where we answer questions about business, big tech, entrepreneurship, and whatever else is on your mind. If you'd like to submit a question for next time, you can send a voice recording to officehours at propgmedia.com. Again, that's officehours at propgmedia.com. Or post your question on the Scott Galloway subreddit, and we just might feature it in our next episode. Plus, you can now call or text us a question at 201-472-3656. That's 201-472-3656. All right, let's get into it.

Our first question comes from Steve, who emailed us. He asks, Is it forecasting revenue of 70 million? Is that evidence of a bubble?

Are investors simply pricing in much higher future growth and profitability for Anthropic? So, typically a stock price is meant to be the asset value, so just the land underneath the retail or the intellectual property and owns, plus the present value of growth opportunity or cash flow.

So, all of these assets should be able to create an asset or a series of assets that create revenue that is greater than the inputs to produce that revenue. That's profits. And then your growth or the multiple you get on those earnings, the P-E ratio is a function usually of how fast that is growing or how stable and durable those cash flows are.

And the reason why SpaceX and Anthropic and OpenAI are going out at anywhere from 30 or 40 ...

Anthropic's Insane Valuation + The Future of Marketing

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Anthropic's Insane Valuation + The Future of Marketing

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.