An IPO adviser on why Anthropic is buying compute before the revenue exists | Sozzi Unleashed

Jim Neesen, Managing Partner at Connor Group, has spent his career taking companies public, and he reads Anthropic's filing as a company stocking compute inventory years ahead of the revenue meant to pay for it. He walks through the psychology that demands of a board, what the governance structure has to hold together, and why the headline loss is not the number he would price this company on. Brian Sozzi asks what a red flag would even look like in a filing that uses the word humanity. Full episode, including Sozzi on Microsoft paying people to leave: https://www.youtube.com/watch?v=v_QyD39Hn