According to "Business Insider", Michael Burry, the prototype character of the movie "The Big Short", said that he has major doubts about the high valuations of SpaceX and Anthropic.
Bury
Burry recently questioned the true value of Musk's SpaceX and Anthropic, the developer of the popular AI model Claude, in a discussion thread on the content platform Substack, believing that the prospectus submitted by SpaceX cannot prove that the company is worth US$1 trillion.
"Any stock price increase will be based on market hype and technical factors. There is nothing in the S-1 filed by SpaceX to prove that it is worth $1 trillion, let alone $2 trillion." Burry wrote about SpaceX stock in a subscriber chat initiated on Saturday.
The S-1 prospectus submitted by SpaceX on May 20 shows that the company achieved revenue of US$18.7 billion last year and recorded a net loss of US$4.9 billion. Bloomberg previously reported that SpaceX had set a target valuation of US$2 trillion, but it has now dropped to US$1.8 trillion.
In addition, Anthropic announced last Thursday that it had completed a round of financing at a valuation of US$965 billion. The company may fetch a higher valuation when it goes public in the future.
However, Burry also raised questions about Anthropic's valuation. "There is no guarantee that Anthropic's eventual long-term value will be close to $1 trillion, not even a possibility," he said.