#084: Financial Samurai – Own AI Before it Replaces You
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The one and only Financial Samurai, Sam Dogen, joins the show to talk about AI, the Anthropic IPO, and why ordinary investors should invest in the AI revolution as a hedge against AI dominating our kids’ futures.
Sam is a San Francisco-based finance writer and venture capital investor who, in a previous life, worked on dozens of IPOs at Goldman Sachs and Credit Suisse.
He weighs in on Anthropic’s business strengths, revenue growth, balance sheet, and shares his IPO valuation target.
- 0:00 Intro
- 1:27 Free Book Giveaway
- 1:49 Welcome Sam
- 2:27 Is AI Coming for Our Jobs?
- 3:54 What about the Children?
- 4:24 Invest to Hedge Against AI
- 5:49 Anthropic IPO: The AI Winner?
- 9:40 Anthropic S-1 Highlights
- 11:13 Anthropic Revenue Growth
- 13:10 How to Invest Pre-IPO
- 17:09 VCX NAV
- 18:56 Anthropic’s Moat vs. SpaceX
- 22:19 Sam’s Target Anthropic Valuation
- 24:02 IPO Demand Signals
- 26:36 Revenue to Valuation Multiple
- 27:53 Public Capital Options
- 30:29 San Francisco Real Estate
- 35:09 Advice for Anthropic Millionaires
- 38:42 Advice for Anthropic Entrepreneurs
- 40:59 Follow-ups
Disclosures: At the time of recording, the host and guest are long VCX and the Fundrise internet public offering (iPO). Access IPOs and the Financial Samurai are long-time affiliate partners with Fundrise, and VCX is a paid sponsor of the Access IPOs podcast. The host is also long RVI, which owns stakes in OpenAI. VCX holds Anthropic and OpenAI. Access IPOs content is for informational purposes only, and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk. The host may invest in upcoming IPOs mentioned in the show. His participation is not a recommendation or personalized financial advice.
Craig Stephens founded Access IPOs in 2016 to help ordinary investors explore IPO and pre-IPO opportunities. He also manages the Access Club, a membership community for IPO and startup investors. Craig studied Finance at Michigan State University and lives in Northern Virginia. Learn more about Craig.
* We earn a commission from partner links on AccessIPOs.com. All opinions are my own. If you sign up for an account with one of our partners, including Seeking Alpha, Coinbase, TradeStation, Moomoo, Webull, Public, and other affiliate partners through links on this website, Access IPOs will be compensated at no additional cost to the reader. Affiliate relationships may impact the order or frequency of appearance. See the full disclosure here. ^Average reward is approximately $25. Access IPOs is long VCX and RVI. Risk Statement: Access IPOs is for informational purposes only and does not recommend buying or selling any specific pre-IPO company, IPO, or public company. Investing in IPOs and pre-IPO startups involves significant risk. Do not invest in companies based solely on what is included in this article. Only invest in IPOs and pre-IPO companies with money you can afford to lose. Mentions of specific investments should not be construed as financial advice. Conduct personalized research and consider consulting with an investment advisor before investing. Disclosure: The author may hold an active or pending position in this company either directly or indirectly through an investment fund.
