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Anthropic raises $13B Series F

anthropic.com

11–20 of 661 posts

Re: Anthropic raises $13B Series F

#11
post #2

These numbers seem made up at times / difficult to comprehend what they expect is happening ...

alphabet is "worth" 2.45 trillion on the public market, is anthropic worth a bit less than 10% of google going forward? I don't think that's entirely unreasonable...

Re: Anthropic raises $13B Series F

#12
post #5

Every round Anthropic raises twists the knife deeper in SBF. If only he could have survived the downturn his Antropic investment alone probably could have papered over the other loses.

>"Every round Anthropic raises twists the knife deeper in SBF. If only he could have survived the downturn his Antropic investment alone probably could have papered over the other loses."

Things working out in the end doesn't make what he did not a crime at the time. He was a common paper hanger, albeit with billions instead.

Re: Anthropic raises $13B Series F

#13
post #2

These numbers seem made up at times / difficult to comprehend what they expect is happening ...

People said the same about Open AI in 2023, only valued at $30 billion at the time, and then seemingly overnight Chat GPT become a major commercial product rivaling Google. Or Tesla valuations in 2019. It went from a niche brand to Teslas everywhere after Covid. These VCs are not as irrational as commonly assumed. They know if a product gains critical mass , it can become everything.

Re: Anthropic raises $13B Series F

#14

FTX creditors should be seeing red. the trustee sold Anthropic out at the bottom. Same for crypto. Hindsight is 20-20, but imagine had CZ not made those tweets of divesting from the FTT token. FTX could have possibly weathered the final 3 months of the BTC bear market and then reaped the post-2023 AI and crypto bull market. Sam would have gone from pauper in jail to brilliant investor in Anthropic, mogul, and so on.

The trustee's reports on FTX's internal processes were damning. Even they had held their Anthropic on the way up, who's to say their internal FTT ledger and black holes in the Alameda books would not have eclipsed that?

The issue wasn't that crypto markets in general were down at that point; the issue was they were doing frauds.

Re: Anthropic raises $13B Series F

#17
post #2

These numbers seem made up at times / difficult to comprehend what they expect is happening ...

Look at this post: https://x.com/NicoleSHsing/status/1961505968782774778 We're in a VC bubble; any project that mentions AI gets tons of money.

That genuinely feels like satire. I guess the beauty of good satire is that it borders on reality. The Juicero of the AI era.

Re: Anthropic raises $13B Series F

#18
post #5

Every round Anthropic raises twists the knife deeper in SBF. If only he could have survived the downturn his Antropic investment alone probably could have papered over the other loses.

Always makes you wonder how many companies that are successes today could’ve had their SBF moment, but market conditions kept them afloat

Re: Anthropic raises $13B Series F

#19

FTX creditors should be seeing red. the trustee sold Anthropic out at the bottom. Same for crypto. Hindsight is 20-20, but imagine had CZ not made those tweets of divesting from the FTT token. FTX could have possibly weathered the final 3 months of the BTC bear market and then reaped the post-2023 AI and crypto bull market. Sam would have gone from pauper in jail to brilliant investor in Anthropic, mogul, and so on.

The trustee's reports on FTX's internal processes were damning. Even they had held their Anthropic on the way up, who's to say their internal FTT ledger and black holes in the Alameda books would not have eclipsed that? The issue wasn't that crypto markets in general were down at that point; the issue was they were doing frauds.

the frauds were stopped by Sam going to jail. There was still money left by liquidating, which in hindsight was a very poor timing.

Re: Anthropic raises $13B Series F

#20
post #2

These numbers seem made up at times / difficult to comprehend what they expect is happening ...

This is the fastest-growing company by revenue, jumping from $1B to $3B in just five months. Hitting $10B is only a matter of time, which would put its valuation at a reasonable ~18x sales multiple. It doesn't even matter where we are in the AI hype cycle - AI adoption will keep increasing, it's not even a question at this point.

From a technical perspective, they manage to attract top talent - Google / OpenAI lose a lot of good people to Anthropic. This is important since there are few people who can transform a business (e.g., the guy who built Claude Code). Being attractive for top talent means you're more likely stumble upon them.

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