When will we see the first $1T valuation for a private company? What do you call a herd of 1000 unicorns together?
Anthropic raises $30B in Series G funding at $380B post-money valuation
91–100 of 476 posts
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#92Earlier quoted context omitted.
Google fucks up 90% of their products, why do you think Gemini is in the 10%?
Google has barely released a successful product in 20 years.
I thought that the likes of Android, Google Docs, Google Translate, etc. were fairly successful. Chrome and ChromeOS also seem fairly popular too.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#93Absolutely 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.
The moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#94> "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.
Don't worry about it: they'll make it up in volume
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#95Is everyone competing to steal Google's ad cash-cow? This is the only way these investments make sense.
I think the idea is to reduce labor costs by replacing the human workers.
I haven't used it to replace workers though, only to replace Google search. My company is pushing copilot but it's only $16/user/mo. Hardly lucrative and no moat.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#96How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.
Theoretically Apple can spend just as much. What are the outcomes though? All those giants have their own business that are established and profitable.
It’s the new kids in the block that will make the difference.
You know those lists on twitter about how many companies US has in top 10 and are presented as a win? Those are actually lists of capital concentrations blocking innovation. It looks like US is winning but for some reason life is better in EU and innovation is faster in China.
It’s companies like OpenAI Anthropic that will move US ahead. Even if some core innovation or and capital comes from the establishment.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#97$14B revenue run rate is the interesting number here.
Yeah, up from $1B a year ago.
Two years ago, I considered investing in Anthropic when they had a valuation of around $18B and messed up by chickening out (it was available on some of the private investor platforms). Up 20x since then ...
It was always obvious that Anthropic's focus on business/API usage had potential to scale faster than OpenAI's focus on ChatGPT, but the real kicker has been Claude Code (released a year ago).
It'd be interesting to know how Anthropic's revenue splits between Claude Code, or coding in general, other API usage, and chat (which I assume is small).
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#98Earlier quoted context omitted.
Google has barely released a successful product in 20 years.
I thought that the likes of Android, Google Docs, Google Translate, etc. were fairly successful. Chrome and ChromeOS also seem fairly popular too.
A lot of those are getting pretty close to 20 years ago.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#99How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.
I'm trying paid tier Gemini and it doesn't allow to keep have personal chat history when you disable training on your data, on reload of the page your chat is gone. Even free tier of ChatGPT allows disabling training on your data while allowing to keep such basic functionality. Some technical advancements are not worth it if you do not respect your users.
How does their top tier subscription compare in usage limits to the $200/mo Claude usage limits?
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#100When will we see the first $1T valuation for a private company? What do you call a herd of 1000 unicorns together?
> What do you call a herd of 1000 unicorns together?
As millipede, clearly therefore millicorn.