Jun. 4 at 3:11 PM
$COUR Besides the absurd levels of cash they're sitting on... and less SBC we're talking about an FCF/EV yield of nearly 10%. The thing you want to think about as far as growth goes can be summed up by Anthropic CEO Dario Amodei's comments on how to mitigate the coming crisis in unemployment due to AI. From CNN interview.
AC: What are practical steps people should take to be prepared?
Dario Amodei: "I think for ordinary citizens, I think it's very important, you know, LEARN TO USE AI, LEARN TO UNDERSTAND WHERE THE TECHNOLOGY IS GOING. If you're not blindsided, you have a much better chance of adapting. There's some, you know, better world, you know, at least in the short term, at least for now. We should take it. Take it bit by bit. Where, you know, EVERYONE LEARNS TO USE AI BETTER and you know that that speeds up the adaptation that is definitely going to happen eventually, but it will be less painful if it if it happens quickly."
