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What podcasters are saying about Anthropic
Summary
In the past 30 days, 71 speakers on 33 finance podcasts discussed Anthropic in 172 views. Going by each speaker's latest call, 39 are bullish and 22 are bearish. Chorus has followed Anthropic since September 22, 2026: 176 views from 73 speakers on 34 shows.
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Josh Brown · Ritholtz Wealth ManagementBullish
Anthropic's revenue growth is remarkable, and its SEC-filed revenue figures are credible.
Anthropic's revenue rose from about $1.2B to $16.3B in the first half of 2026 versus the same period a year earlier, a roughly 1300% increase. Off a low base, but still a stunning pace for a three-year-old company, and on track for more than $30B in its third year. Josh acknowledges customer concentration and questions how the ARR calculation works, but argues that because the figures are in an SEC filing, they should be treated as a reasonably accurate reflection of sales. Even bears would have to admit the growth is impressive.
“So it's off a low base, but it's a 1300% increase for the first six months of this year versus the first six months of last year, the comparable period.”at 4:40
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Josh Brown · Ritholtz Wealth ManagementUncertain
Anthropic's moat is unproven; durability of its revenue matters more than growth rate.
Josh argues the real bear concern is not that headline growth will fall from 1300% but whether the platform is sticky. The key question is how easily a next model that is 10% more capable can take away customers and workflows. He says he cannot say definitively whether Anthropic has a moat, and that this is what gives him pause before agreeing it is worth $2T right away. He compares this with SpaceX, Nvidia and Apple, whose moats he calls unassailable. Against that, he notes Anthropic's enterprise business is further along and less price-sensitive than ChatGPT's, and that momentum favours Anthropic.
“Is there a moat? And I wish I could tell you definitively one way or the other, but that's the thing that might give me pause in saying, yeah, you're right.”at 7:07
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Ed Elson · Prof G MediaBearish
Anthropic's roughly $800B in compute commitments are not yet in its income statement, creating major cash and survival risk.
Ed is more worried about profitability than revenue. The filing shows about $800B in compute purchase agreements, including over $160B with Broadcom, $120B with SpaceX and $110B with Amazon, that are not yet reflected in the income statement. He says the company will pay in cash and plans to build its own compute, which will change its cash flow profile. The income statement is therefore backward-looking. He also notes that Ramp data shows 80% of spending on OpenAI and Anthropic comes from 1% of companies, and 80% of those are venture-backed, so the model depends on VC money and a buoyant stock market. He acknowledges Anthropic's cost discipline, but says there is significant risk it fails to keep up with costs and could go bankrupt.
“that they have signed up to spend $800,000,000,000 on compute purchasing agreements at some point. And we don't really know how long over what time frame that's gonna be spread out.”at 9:03
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Josh Brown · Ritholtz Wealth ManagementBullish
Anthropic's $80B headline loss is accounting noise; operating loss is narrowing and spending is a land grab.
The headline loss of about $80.7B reflects how financing and compute are accounted for, so it is not a real cash loss. The number that matters to investors is the operating loss, which fell to $693M from $2.1B a year earlier. Josh likens this stage to a land grab, as John Malone did with cable systems and Bezos did with e-commerce. In such periods, the priority is scale, with profits following. He says that if Dario projected 25% margins now, with OpenAI, Gemini and free open models competing, that would be the wrong move. He sees the battle as potentially a 30-year contest, with year three properly about losing money but making it count.
“the operating loss is the thing that people in New York or people that are managing money are more focused on. And that number, $693,000,000, down from 2,100,000,000 a year earlier. That is the more important number.”at 10:16
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Josh Brown · Ritholtz Wealth ManagementBullish
Anthropic will likely raise $100–140B in its IPO later this month.
Josh says that if you do not think Anthropic will raise $100–140B later this month when it goes public, that would be a huge problem. He thinks it probably will, and he argues that the shareholders who have invested are not widows and orphans or a Scottish insurance company. They are investors like SoftBank, who expect the company to chase scale. His view is that the expected raise is consistent with what those investors want.
“if you don't think that they're gonna raise a 100 to 140,000,000,000 later this month when they go public, then that's a huge problem. But if you think that they probably will, and I do”at 13:49
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Scott Galloway · NYU Stern School of BusinessBullish
Anthropic could become the world's most valuable company, possibly reaching $4–5 trillion within four years.
Anthropic's revenue rose from about $1.2B to $16B in the first half, roughly a 13x increase. Galloway says no company has ever grown revenue this fast at that dollar scale, and that Palantir's 85% growth looks anemic beside it. Anthropic trades at about 60x revenue, but if it reaches a $200B run rate in 2027 or 2028, as estimated, that implies a multiple of about 10x, which looks cheap or reasonable. He argues the market pays high multiples for durable, moat-protected infrastructure businesses, and that the product is unbelievable. He thinks there is a real shot the valuation reaches $4–5T at some point in the next 48 months, especially when Nvidia and Apple have a bad quarter. He would not feel comfortable saying it will be the most valuable company in eight to ten years.
“I think in the next thirty six to forty eight months, there's a nonzero probability that Anthropic is the most valuable company in the world.”at 19:41
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Scott Galloway · NYU Stern School of BusinessBullish
Anthropic's gross margins and free cash flow should rise as compute costs fall and scale grows.
Morningstar estimates about $150B in revenue at a 30% free cash flow margin, implying roughly $45B a year in potential free cash flow within 24 months, or about 44x against a $2T valuation versus Palantir's roughly 150x. Anthropic already shows positive gross margins and is generating early free cash flow at a fraction of the scale it is expected to reach. Galloway says the per-unit cost of compute is falling sharply, so gross margins should rise over 24–36 months as the company scales. It already has the second-highest revenue per employee, behind only Nvidia. He cautions that if the company keeps growing at its current pace, the $500–800B in commitments, some of them firm and non-cancellable, could make it burn cash, and he dislikes adjusted EBITDA.
“a 30% free cash flow, which it looks like it's charting towards, or 30% free cash flow margin, that's 45,000,000,000 a year in potentially free cash flow in the next twenty four months.”at 23:06
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Josh Brown · Ritholtz Wealth ManagementBullish
Anthropic's cash position is strong, with most of its capital raised still on hand.
Per the S-1, Anthropic held $112.4B in cash and equivalents as of June 30, about 80% of the $141B it has raised over six years. It also has about $19B in securities and short-term investments, some of which are money market funds. Josh argues the company has managed its capital well, combining the money it raised with cash generated by the business against the costs of running it. This supports the view that it is not about to run out of money despite heavy spending.
“They said in the S1, they have 112,400,000,000 in cash and cash equivalents as of June 30. That's 80 percent of the 141,000,000,000 that they've raised over the course of six years”at 26:00
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Josh Brown · Ritholtz Wealth ManagementBearish
Anthropic lacks its own compute despite planned $900B spending, a structural weakness versus integrated rivals.
Brown contrasts Anthropic with Alphabet and Meta, which control both their model and compute. He says Anthropic is going to spend about $900B on compute but will not supply any of it unless it spends heavily to build its own. That leaves it dependent on others' infrastructure, which he presents as a disadvantage against vertically integrated rivals.
“Unfortunately for Anthropic, they're gonna spend $900,000,000,000 on compute. They're not gonna supply any of it unless they spend a lot of money to build it.”at 55:57
Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic ·
Steve Eisman · The Real Eisman PlaybookBearish
Anthropic's business model has no moat, and the AI chain depends on its health.
Eisman argues the AI chain, from chips to hyperscalers, depends on Anthropic and OpenAI being healthy, and he is convinced their models lack moats. Sorkin relays that Eisman is worried about reported slowdowns and discounting at Anthropic ahead of Q3 numbers, which is why he is wary of the broader market.
“the whole chain depends upon the health of Anthropic and OpenAI, at least at this point. And they have business models that I am quite convinced have no moats.”at 24:11
Squawk Pod (CNBC Squawk Box): Gary Cohn & Chris Sununu: The Fed, AI, & the Midterms 10/29/26 ·
Gary Cohn · IBMBearish
Anthropic looks like a commodity business with no lasting moat, facing price competition.
Cohn groups Anthropic with OpenAI as foundation-model businesses in a highly competitive, commodity-like market where advantages last about seven days. Competition on price and rising data center supply, plus efficient open-weight models, mean less pricing power, and discounting for term contracts is what a commodity seller does.
“They're in a highly competitive business. To me, they look like they're in a commodity business. No one really has a competitive advantage for more than, I don't know, seven days.”at 25:13
Squawk Pod (CNBC Squawk Box): Gary Cohn & Chris Sununu: The Fed, AI, & the Midterms 10/29/26 ·
Ev Randle · BenchmarkNeutral
Anthropic's IPO may not pop on day one despite strong numbers, given growth deceleration and consumption revenue.
The S-1 is strong on its face, with immense growth and operating leverage. But Ev says it is not a slam dunk at the open because of two open debates. First, Anthropic grew 145% quarter over quarter in Q2 and about 45% in Q3, a sharp deceleration. Second, roughly 80% of revenue is consumption-based, unlike SaaS peers such as CrowdStrike or Datadog, which have steadier growth and multiyear contracts. He calls these concerns somewhat fair even though the business works.
“I don't necessarily think that means that it's going to be a slam dunk out of the gates in terms of how public investors in the public markets value it and if there's a ton of share price appreciation right out of the IPO.”at 5:57
Uncapped with Jack Altman: Benchmark Breakfast #1 | Jack and Ev ·
Vincent Daniel · Seawolf CapitalUncertain
Anthropic's S-1 margins beat expectations, but whether it can scale and charge enough for pricing is unresolved.
Vincent read social-media commentary that Anthropic's S-1 showed margins and costs better than expected, though he expects costs to rise later. He says growth is massive, but the filing does not answer whether Anthropic can scale and get customers to pay the prices needed to make the economics work, so he calls that TBD. He also questions how much of revenue comes from venture-funded companies using AI to scale. He compares this to pets.com in the dot-com era: if those customers burst, growth could slow. He says he is not bearish on AI demand, which he calls seismic, and that pricing power is undetermined.
“It was better than expectations in terms of the margins and the costs. The costs are gonna come later. But whatever it is, the growth is absolutely massive. The one thing the [S-1] doesn't answer... are they gonna be able to scale and get people to get charged the amount of money they're gonna be charged to make this all work?”at 18:33
On The Tape with Danny Moses: Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses ·
Danny Moses · Moses VenturesUncertain
Anthropic's IPO economics look shaky, but Wall Street will push the deal through regardless.
Danny says the math behind Anthropic's IPO needs scrutiny. Long-term build-out plans mean negative free cash flow for a period, even though there are moments of positive FCF. Stock-based comp of about $2bn was excluded from the metrics, and costs are being funded through converts and equity. A Wall Street Journal piece argued that Alphabet and Amazon should not get markup benefit on Anthropic without penalty. He notes the very high private valuations, and calls the circular dependence among participants a big issue. He still expects the IPO to get done because everyone needs it, so the economics come later, and he sees the lockups as not restrictive.
“Worry about the economics later. Get this thing public first.”at 22:45
On The Tape with Danny Moses: Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses ·
Rory O'Driscoll · Scale Venture PartnersBullish
Anthropic's S-1 was top-tier across margins, cash, customer concentration and compute efficiency; skeptics now carry the burden of proof.
He says the S-1 was great in almost every dimension: margins and operating income were better than expected, operating income held up after stock-based comp, customer concentration was good, compute efficiency was strong, and the cash balance sheet was striking. He says the questions are few and the haters have to 'go pound sand', since the burden of proof is on the naysayers.
“In other words, the [S-1] was great in almost every dimension... It was great, better than expected on margins, op income, even op income after stock based comp. It was great on customer concentration.”at 4:34
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Jason Lemkin · SaaStrBullish
Anthropic's five-year path to IPO and fast liquidity makes it unprecedented and better than typical seed-to-liquidity timelines.
He says Anthropic went from seed to IPO in five years versus 24 for SpaceX, which is unprecedented. He argues that getting out via the IPO in under six years to distributions beats seed deals that take about 18 years to full distributions and other deals that take 10-12 years to IPO, so a single Anthropic outcome can return the fund faster.
“to get here in five years from [a seed] startup, it's just beyond unprecedented... less than six years to distributions, I mean, I know Rory will will roast me for it, but you got to think, why would I do anything else?”at 5:33
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Rory O'Driscoll · Scale Venture PartnersBullish
Anthropic's short model lifecycle is an advantage for a leader able to fund constant new model builds.
The S-1 shows 80% of revenue comes from models less than six months old and that roughly 70-80% of compute cost goes to training, not inference. Once trained, models are very profitable to serve, but each one has a short shelf life, so the company must keep building. He argues this is scary only if you miss once, and that it's an advantage because very few players can write a $10B+ compute check, with Anthropic spending about $8B year to date and planning $16B next year.
“80% of the revenue comes from models that are less than six months old... 70%, 80% of the compute costs are for training, not for inference.”at 7:28
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Jason Lemkin · SaaStrBullish
Anthropic's IPO should get a good retail run in the next two quarters, given its growth metrics and Nasdaq 100 inclusion.
He does not expect Anthropic to miss a quarter in the next two quarters. He cites 900% net revenue retention, which he admits may really be 300-400% because it includes pilots and trials. He thinks that, together with the brand and the Nasdaq 100 inclusion, it will probably have a good retail run.
“within the next two quarters... With 900% NRR, even if in reality it's more like 300 to 400% because it includes like pilots and trials. I just think that plus the brand plus being in the Nasdaq 100, it'll probably have a good retail run.”at 12:54
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Jason Lemkin · SaaStrBullish
Anthropic owned the coding market for about a year, and coding is the killer app, so it should keep its lead.
He says Anthropic has owned the playbook for almost twelve months and that there is no point using another coding solution, since coding is the killer app. Open-weight models have reached rough parity, but Anthropic still leads in coding. He credits OpenAI for letting Anthropic take that position.
“Anthropic own the playbook for the chessboard for almost twelve months. There's no point in using any other coding solution and coding is the killer app as Rory said 100 times and the math is true.”at 14:12
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Rory O'Driscoll · Scale Venture PartnersBullish
If US open-weight alternatives fail to appear, closed labs like Anthropic gain pricing power, which is bullish for Anthropic.
He asks whether a US company like NVIDIA can build a capable open-source model, given that roughly 75% of compute cost goes to training. If no one does, closed-source providers are left alone and their economic leverage rises. He calls the removal of Chinese open-weight models bullish for Anthropic, and says investors should buy more Anthropic in the IPO.
“It would be interesting to see how advanced a model a US company like NVIDIA can build... If someone doesn't do it, then all you have is a closed source providers, and obviously, their economic leverage goes way up.”at 25:43
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Jason Lemkin · SaaStrBullish
Anthropic is only 0.1% of Fortune 500 budgets; it should reach 2-3%, implying major growth ahead.
Anthropic holds only about 0.1% of Fortune 500 budgets today. Even the most conservative estimates, based on what Anthropic and OpenAI have achieved, point to 2-3%. Moving from 0.1% to 2-3% is significant growth ahead of the investment. He also points to Anthropic's 900% net revenue retention as the kind of evidence of durable growth he wants to see.
“It's only 0.1% of the fortune five hundred budgets today. Clearly, it's going to be in the two to 3% range even by the most conservative estimates”at 46:52
20VC: 20VC: Anthropic Files S1 Ahead of $2TRN IPO | Instinct's Rumoured $30 Billion Fundraise | Microsoft Laysoff 27,000 While Meta Taps Equity Markets for $95 Billion Capex Spending Spree ·
Steve Hou · Silicon DataBullish
Anthropic's enterprise adoption is extraordinary, and its Opus model is very popular, despite a reported Q3 growth slowdown.
Steve cites the S-1 as showing extraordinary enterprise adoption of Anthropic models and says Opus 5.5 is very popular. He acknowledges that Anthropic's investor day revealed a slowdown in Q3 revenue growth. He points to Ramp data that he reads as a reacceleration, driven by Opus's popularity. He says it remains to be seen whether growth inflects back up.
“the S1 is showing extraordinary amount of enterprise adoption of Anthropic models... Opus 5.5 is very popular.”at 7:04
Monetary Matters: Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE) ·
Steve Hou · Silicon DataBullish
Anthropic's enterprise adoption and near-total retention make its customers very sticky.
Hou cites Anthropic's very strong enterprise adoption and what he describes as 100% retention. He says that once a company is onboarded and the product is embedded inside it, customers can keep expanding usage, which makes the business extremely sticky. He notes his own experience: Claude's early problems were fixed, but he still feels a pull to stay with Anthropic. He presents this as evidence of durable enterprise position, while stressing that future growth pace is a separate question.
“they have very strong enterprise adoption, and they have very strong retention, right? 100% retention... once you are in the enterprise... that's extremely sticky.”at 47:00
Monetary Matters: Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE) ·
Steve Hou · Silicon DataBullish
Threat from cheap open models to Anthropic is overstated in the short run; its own cheaper models hold customers.
Hou argues that competition from cheap open models over cost is probably overstated in the short run. Anthropic has its own cheaper models. Enterprises would have to adopt a post-trained Chinese model and work through compliance and safety issues, which is much harder than picking a cheaper model from the same vendor's dropdown. He thinks the bigger risk to Anthropic is internal, namely that OpenAI's model is so good that users never consider Anthropic's alternatives.
“this idea of they're being threatened by open models, over cost, I think is probably in the short run overstated... It's just much easier to just click over to a slightly cheaper model on the dropdown menu”at 47:23
Monetary Matters: Why Compute Prices Are Still Rising | Steve Hou of Silicon Data on GPU Rental Indices, Fed Meeting, and Anthropic S-1 (LIVE) ·
Brett Winton · ARK InvestBullish
Anthropic's financials show near-record revenue growth alongside very high gross margins.
Brett calls the twelve months of revenue growth in Anthropic's S-1 probably the most impressive in corporate history. He pairs that with very high gross margins, which he attributes to efficient R&D, even though Anthropic keeps spending billions on compute to train new models. He sees the products as remarkable business tools that have hit a sweet spot in what the market finds useful.
“Probably the most impressive twelve months of revenue growth in corporate history crossed with very high gross margins and incredible R and D efficiency to yield those gross margins.”at 0:54
ARK Invest (FYI podcast, In the Know video): Anthropic’s S-1, Meta’s $90B, And Elon’s Warning Call | The Brainstorm 155 ·
Nick Grous · ARK InvestBullish
Anthropic and OpenAI can monetize AI profitably today, as Anthropic's S-1 showed.
Nick contrasts frontier labs that can monetize AI profitably now with Meta and others that will spend billions on consumer products before reaching profitability. He cites Anthropic's S-1 as the evidence that enterprise AI monetization is already working.
“...versus what you're seeing with OpenAI Anthropic, where you can monetize that today profitably, which is what we learned from Anthropic's [S-1].”at 12:36
ARK Invest (FYI podcast, In the Know video): Anthropic’s S-1, Meta’s $90B, And Elon’s Warning Call | The Brainstorm 155 ·
Michael Batnick · Ritholtz Wealth ManagementBullish
Anthropic's financials look strong: well funded with losses narrowing sharply.
From Anthropic's preliminary S-1, Michael notes it has raised about $141B in aggregate, with $112B in cash and equivalents and $19B in short-term investments, so roughly $130B remains after burn. Its operating loss fell from $2.135B in the six months to 2025 to $693M in the six months to June 2026. He calls these numbers extraordinary and says they undercut the view that the company is burning cash unsustainably.
“The operating loss for the six months ending June 2026, only $693,000,000. That's pretty extraordinary.”at 16:22
Animal Spirits: Why Baby Boomers Have All the Money (EP. 488) ·
Ben Carlson · Ritholtz Wealth ManagementBullish
Anthropic is a real company with enough cash to survive; going-bust bets are unlikely to win.
After reading the S-1, Ben concludes Anthropic is a real company. Its margins are improving and it has large cash reserves. He argues that anyone betting on a collapse, such as a Polymarket bet that it goes under, will wait a long time. Even in a bad scenario the company has enough cash to last a long time.
“this is a real company, and if your polymarket bet is they're gonna go under, you're gonna be waiting a long time. They have enough cash to last them a long, long time even if things did go bad.”at 16:30
Animal Spirits: Why Baby Boomers Have All the Money (EP. 488) ·
Steve Eisman · The Real Eisman PlaybookBearish
Anthropic's post-token-maxing revenue growth and revenue-to-compute ratio both fell sharply in Q3.
Eisman rebuilt the quarterly series from the S-1 and reports on Q3 revenue. Sequential revenue growth fell from 147% in Q2 to 45% in Q3. Revenue divided by compute infrastructure expense fell from 2.08x to 1.7x, after rising from 0.69x in Q4 2025 to 1.4x in Q1 and 2.08x in Q2. He reads this as the end of the 'token maxing' surge, when enterprises ordered engineers to use AI without regard to cost. He says the Q3 slowdown shows the peak effect has reversed and that the S-1 is backward-looking, since it only runs through Q2 and omits Q3. He also cites an unverified report that Anthropic cut prices by about 50% in October to win share.
“Third quarter, token maxing is over, sequential revenue growth goes from 147% to 45%, and the revenue divided by compute goes from 2.08 to 1.7. That tells you something.”at 6:21
Prof G Markets: Why Steve Eisman Isn't Buying Anthropic's IPO ·
Steve Eisman · The Real Eisman PlaybookNeutral
Anthropic's lack of shareholder rights is disclosed and does not by itself decide investability.
Eisman calls the S-1 governance structure ridiculous and says shareholders have no rights. He then says governance does not determine whether the stock is investable. He points to Meta, which has the same kind of criticism but has still performed very well as a stock. He describes the situation as founder worship in tech, which investors can accept or reject. He sees it as a choice for each investor, not a deal-breaker.
“[Does it say something about whether it's investable?] I don't think so. We could make the same criticism of Meta, and, you know, Meta as a stock generally has done very, very well.”at 13:14
Prof G Markets: Why Steve Eisman Isn't Buying Anthropic's IPO ·
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