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Anthropic acquires Bun

bun.com

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Re: Anthropic acquires Bun

#132
post #21

I don't really see how Bun fits as an acquisition for an AI company. This seems more like "we have tons of capital and we want to buy something great" than "Bun is essential to our core business model".

If Anthropic wants to own code development in the future, owning the full platform (including the runtime) makes sense. Programming languages all are a balance between performance/etc and making it easy for a human to interact with. This balance is going to shit as AI writes more code (and I assume Anthropic wants a future where humans might not even see the code, but rather an abstraction of it... after all, all cod…

It doesn't make sense, and you definitely didn't say why it'd make sense... but enough people are happy enough to see the Bun team reach an exit (especially one that doesn't kill Bun) that I think the narrative that it makes sense will win out.

I see it as two hairy things canceling out: the accelerating trend of the JS ecosystem being hostage to VCs and Rauch is nonsensical, but this time a nonsensical acquisition is closing the loop as neatly as possible.

(actually this reminds me of Harry giving Dobby a sock: on so many levels!)

Re: Anthropic acquires Bun

#134
post #112

Earlier quoted context omitted.

But how is another company that is also VC backed and losing money providing stability for Bun? How long before we hear about “Our Amazing Journey”? On the other hand, I would rather see someone like Bun have a successful exit where the founders seem to have started out with a passion project, got funding, built something out they were excited about and then exit than yet another AI company by non technical founders…

Often it happens that VCs buy out companies from funds belonging to a fresh because the selling fund wants to show performance to their investors until "the big one", or move cash one from wealthy pocket to another one. "You buy me this, next time I save you on that", etc... "Raised $19 million Series A led by Khosla Ventures + $7 million" "Today, Bun makes $0 in revenue." Everything is almost public domain (MIT) and…

If it was an acquihire, still a lot less slimy than just offering the employees they care about a large compensation package and leaving the company behind as a husk like Amazon, Google and Microsoft have done recently.

Re: Anthropic acquires Bun

#135
post #21

I don't really see how Bun fits as an acquisition for an AI company. This seems more like "we have tons of capital and we want to buy something great" than "Bun is essential to our core business model".

Does this acquisition mean Claude Code the CLI is more valuable than entiriety of Bun?

Claude Code has an annual run rate of $1bn. Bun currently has an annual run rate of $0.

Re: Anthropic acquires Bun

#136
post #11

Is Claude Code the first CLI tool to have a $1BN ARR?

I don't know for sure, but it's definitely the first tool of that value to have a persistent strobing (scroll position) bug so bad that passersby ask me if I'm okay when they see it.

Man, I had never even put words to that problem but you are right that it is beyond annoying. It seems to me like it worsens the longer the Claude instance has run - I don't seem to see it early in the session.

Re: Anthropic acquires Bun

#137

Quote from the CEO of Anthropic in March 2025: "I think we'll be there in three to six months where AI is writing 90% of the code and then in 12 months we may be in a world where AI is writing essentially all of the code"

I actually like claude code, but that was always a risky thing to say (actually I recall him saying their software is 90% AI produced) considering their cli tool is literally infested with bugs. (Or it least it was last time I used it heavily. Maybe they've improved it since.)

Re: Anthropic acquires Bun

#138
post #26

Curious about the deal value/price — any clues whether it was just to make existing investors even (so say up to $30M) or are we talking some multiple? But if it's a multiple, even 2x sounds a bit crazy.

i don’t get it either - bun being the foundation of tons of AI tools is like a best possible outcome, what were they hoping for when they raised the money? Or is this just an admission of “hey, that was silly, we need to land this however we can”? Or do they share major investors and the therefore this is just a consolidation? (Edit: indeed, KP did indeed invest $100M in Anthropic this year. I’m also confused - article states Bun raised 26M but the KP seed round was 7, did they do the A too but unannounced? Notably, the seed was summer 2022 and chatgpt was Nov 30, so the world is different, did the hypothesis change?)

Re: Anthropic acquires Bun

#140

Quote from the CEO of Anthropic in March 2025: "I think we'll be there in three to six months where AI is writing 90% of the code and then in 12 months we may be in a world where AI is writing essentially all of the code"

AI writes about 90% of my code.
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