There’s a lot of talk going around that you can invest in Anthropic by proxy via ZM stock. With $7B-$8B on cash, their stake in Anthropic, and a high ARR SaaS solution, I’m thinking they could be an acquisition target for around $45B+ (current market cap is around $30B).
I’m thinking the acquirer could then get a stake in Anthropic, not spend “as much” because of the cash in the bank, and get a revenue generator. Just a thought, any ideas?