Author created a free dashboard tracking Anthropic's unreleased $2T+ valuation through derivatives markets (perp futures, prediction markets) and related tech stocks ahead of their investor day. Key risks include valuation uncertainty, prediction market accuracy, and sensitivity to IPO timing announcements.

Anthropic's anticipated IPO will be heavily oversubscribed, creating an opportunity to gain indirect exposure through Zoom (ZM), which holds $3B in Anthropic stock (~10% of ZM's market cap). The thesis combines speculation on Anthropic's IPO pop with Zoom's undervalued fundamentals: $2B annual free cash flow, share buybacks, and strategic investments make it effectively an actively managed AI fund.