Jun. 11 at 7:14 PM
$SKM - 4x more Anthropic per
$M of market cap than
$ZM. CEO confirmed Series H stake, no plans to sell before IPO. Strip Anthropic out? Core telco trades at ~6.1x EV/EBITDA - cheapest in the global group. If Jensen nails AI infra via telecom, SKM’s real upside is way bigger than the early Dario bet.
$ZM - Runner-up on Anthropic exposure, but nothing close to SKM’s scale.
$SKT - Parent confirms holding, bullish long-term on Anthropic.
This is not just a bet, it’s a potential AI+telecom goldmine waiting to explode.