Gerstner: Without Anthropic's revenue, stock market would be down 10-15%
Brad Gerstner · Where Brad Gerstner Is Investing Billions · May 29, 2026 · at 3:04
Altimeter Capital founder Brad Gerstner argues that Anthropic's reported revenue growth single-handedly supported the public market's AI narrative and prevented a major stock market decline.
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“Had Anthropic not delivered its revenues that it's delivered this year, I think the stock market would be down 10 or 15%.”
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