Senior reporter covering Anthropic at The Information; authored a profile of Dario Amodei and co-reported the story on Cammy Clark.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Grindr generates ~$430M revenue with 30% EBITDA margins and 30% growth, driven by powerful network effects that have survived corporate turmoil; a controlling shareholder buyout offers 25% premium to current $2.5B valuation but below prior highs, creating tension between public transparency benefits and private operational flexibility with added LBO debt.