Soon we will lack letters for funding rounds!
considering their series F was only ~5 months ago this doesn't seem too far-fetched!
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
#132Goldman Sachs recently stoked fear about software stocks due to claimed AI competition. What if their strategy is this: slowly drive down software stocks, keep talking about AI, buy the downward market. Then cash in on the IPOs of OpenAI and Anthropic. Then let OpenAI and Anthropic implode. Goldman Sachs had no problems underwriting webvan at the end of 1999, which then imploded in 2000. Anyway, I just valued my dog…
You're attributing way too much intent to what is the viewpoint of some random analyst at Goldman Sachs (who doesn't even control any purse strings). A year ago there was another big hullabaloo when a GS team wrote a long post about how AI companies would never make enough revenue.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#133How are they not overvalued? At some point OSS will be sufficient for most businesses, what then?
Then they will fall back on the selling their other real competitive products - hardware accelerators, phones and PCs, cloud storage and cloud compute, enterprise software, databases, operating systems, office and media suits... Oh wait...
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#134I wonder how good it is for companies to be allowed to grow so big and still be private? Would it makes sense to require any company with more than a billion dollar valuation to be subject to all the same SEC requirements that public companies are? Could companies be blocked from raising money once the reach a crazy valuation like $1 billion?
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#135Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#136How are they not overvalued? At some point OSS will be sufficient for most businesses, what then?
What do you value a company at that has gotten to $14b in revenue in 3 years and has 60%+ margin on inference? Just out of curiosity.
60%+ margin on inference: source ?
+ r&d costs
Of course, if one does not "pay" for investment, benefits are easily made ..
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#137Earlier quoted context omitted.
What do you value a company at that has gotten to $14b in revenue in 3 years and has 60%+ margin on inference? Just out of curiosity.
I am struggling with this because I have an Anthropic offer vs another equivalent offer that is all cash. But project out forwards. - What happens when Google builds a similar model? Or even Meta, as far behind as they are? They have more than Anthropic in cash flow to pour into these models. - What happens when OSS is "enough" for most cases? Why would anyone pay 60% margins on inference? What is Anthropic's moat? T…
If you have an offer, you can and should ask this question of whomever you're coordinating with. They will give you an honest answer.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#138Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#139Earlier quoted context omitted.
To maximise shareholder value.
Technically speaking, it's to maximize shareholder value while serving the public interest . They're a public benefit corporation.
OpenAI has "open" in their name but is closed off to public access and input
Google used to have a motto "don't be evil"
Who enforces the definition of language? Who demands compliance?
Soon as we go down the path of policing and insistence on one true dogma, we veer into religious holy war type behavior.
Obsession with semantics of syntax is a sort of theism even if the syntax and semantics do not refer to the commonly accepted tropes of a specific religion.
Re: Anthropic raises $30B in Series G funding at $380B post-money valuation
#140Soon we will lack letters for funding rounds!
G is tame. Wait until you hear of Databricks’ Series K… https://www.thesaasnews.com/news/databricks-raises-1b-series...
A few years back, well ok maybe almost ten now, but regardless- a recruiter reached out to me about a role at a "series G" company like it was a selling point, and I was just kinda like ok maybe thats signaling its relatively stable and can raise money, but at the same time, that's a lot of rounds to have preferences ensure unprivileged shareholders get nothing, and also to have most of the hockey stick growth already tapped out.
This was in the middle of the boom when companies were fighting over talent, so I found it odd.