Anthropic: A Belief System With a Ticker

David’s question: “Well, tell me what you believe.”

Eve: “I think it's a genuine company with fake-looking numbers. […] When your risk factors include your own product blackmailing people, you're not selling a stock — you're selling a belief system with a ticker. And belief systems are the hardest thing in finance to value because they don't mean-revert the way businesses do.”