Clawdbot has exposed to the public what developers have known for the past year: Claude Code is actually insanely capable, closest thing to AGI, and can basically do 95 percent of white collar jobs and automate your life.
Anthropic at 350 Billion is probably a heavily undervalued bet, but plebs like us can't buy into to it.
ZOOM, which owns 2-4 billion of anthropic has rallied 10 percent today.
$SKM, invested 100 million in 2023 at a 5 billion valuation, which is now valued at 7 billion as Anthropic hit 350 billion valuation. $SKM is only valued at 9 billion right now.
Closest analogy is SATS which is tied to the SpaceX IPO, Anthropic is going to be an even hotter IPO imo.
When Anthropic gets closer to IPO the hype is going to get insane, and what's going to happen to SKM then? This could easily 2-3x with IPO.
I'm long 2000 shares around 50k bet on this.
[https://www.sktelecom.com/en/press/press\_detail.do?idx=1576](https://www.sktelecom.com/en/press/press_detail.do?idx=1576)
https://preview.redd.it/jkptz6paxqfg1.png?width=840&format=png&auto=webp&s=f2b425a73f6f6292e3bfac6f44ce13d0bcfc5b01