~$10B market cap SK Telecom (Korean listed w/ US ADR $SKM) appears to have invested $100M in Anthropic’s 2023 series C at a ~$5B val, possibly alongside a separate, undisclosed check via its US venture arm SKVTC. Hard to say how much arb is there, if any, but feels like a fairly clean way to get Anthropic exposure. Do your own research. Disclosure: Long $SKM



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MapleLeafCap
@MapleLeafCap
01-27
To my earlier point, spent some time looking for Anthropic exposure in the public market -- ticked thru the likes of AMZN / GOOGL / ZM and what not.
Then I came across $SKM, didn't get to spend any time on it since I got other crypto stuff to do so I asked my AI analyst to take

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