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"description": "It sounds crazy, but hear me out...",
"path": "/apples-hail-mary-anthropics-savior/",
"publishedAt": "2026-03-10T15:21:01.000Z",
"site": "https://spyglass.org",
"tags": [
"and insanely leveraged",
"Subscribe now"
],
"textContent": "Look, do I realistically think Apple is going to buy Anthropic? I mean, no. It would be by far the largest M&A deal of all time – undoubtedly _more than double_ the next largest deal,1 and certainly more than _triple_ the recently insanely large (and insanely leveraged) Paramount Skydance/Warner Bros Discovery deal. Anthropic is currently valued at $380B. Apple's largest deal ever was _two orders of magnitude_ below that. And that deal, Beats, was done over a decade ago.2 This is simply not a deal that Apple – or probably anyone – does in a normal environment.\n\nBut we're not in a normal environment...\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
"title": "Apple's Hail Mary, Anthropic's Savior",
"updatedAt": "2026-03-10T17:28:49.100Z"
}