Josh Brown: If This Is A Bubble, It’s Pathetic artwork
Prof G Markets

Josh Brown: If This Is A Bubble, It’s Pathetic

Oct 30, 2026 · 1 hr 18 min

Ed Elson and Scott Galloway are joined by Josh Brown to break down Anthropic’s S-1, including why its revenue growth stood out to him and why he doesn’t think the company has much of a moat. He also shares his prediction for the IPO and why he thinks the company has timed its public debut well. Plus, he weighs in on Netflix and what he believes is the company’s biggest problem. Subscribe to the P…