How are they not overvalued? At some point OSS will be sufficient for most businesses, what then?
Anthropic raises $30B in Series G funding at $380B post-money valuation
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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#22Kind of amusing that there is basically no mention of their original mission at all here.
What was their original mission?
My sense is that startup mission statements are ~meaningless. Builders try to build great things that lots of other people will find valuable.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#23> "It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years." Wild although not entirely surprising. Congrats, Anthropic.
Next year 140 billion the following year 1.4 trillion, 14 trillion the year after that?
Pay attention to the outflow of tech investment in the stock market. That money is going to move into OpenAI and Anthropic IPOs. The valuations will be as big you are thinking because the market believes these companies will represent an entire basket of startups.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#24Absolutely wild valuation given their lack of a moat isn't it?
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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#25Absolutely wild valuation given their lack of a moat isn't it?
It's Web 2.0 all over again. No moat, winner-take-all (economies-of-scale/network-effect). Just have to out-spend everyone else, and then figure out whether it was worth it all after you win.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#26Absolutely wild valuation given their lack of a moat isn't it?
Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code These are all moats.
> tens of billions of dollars to train
Source??
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#27> "It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years." Wild although not entirely surprising. Congrats, Anthropic.
I would hold off congratulating them until they’re actually in the black. They are still burning billions a year lol the revenue is impressive but their expenses are still solidly north of it.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#28Absolutely wild valuation given their lack of a moat isn't it?
Microsoft is deeply entwined in OpenAI and has obvious reasons to dogfood, yet their people are using Anthropic solutions.
Valuation behemoth OpenAI has been forced by the market to use Anthropic standards a couple times, having no comparable solutions of their own.
… I can see it.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#29> "It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years." Wild although not entirely surprising. Congrats, Anthropic.
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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#30Kind of amusing that there is basically no mention of their original mission at all here.
What was their original mission? My sense is that startup mission statements are ~meaningless. Builders try to build great things that lots of other people will find valuable.
To maximise shareholder value.