Anthropic raises $30B in Series G funding at $380B post-money valuation • Hacker News Board

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#141

Post by measurablefunc » Thu, Feb 12, 2026, 9:20 PM UTC

infecto wrote: post #74

timmmmmmay wrote: post #58

Earlier quoted context omitted.

Google fucks up 90% of their products, why do you think Gemini is in the 10%?

Agree. Look at how miserably MSFT has failed at integrating AI tastefully in their business. Google makes money selling ads. Nothing else matters.

They target those ads by ingesting as many signals as possible from as many input devices & sensors as they can possibly convince people to use. They make a lot of money from advertising b/c they have managed to convince the most number of people to give them as many behavioral signals as possible & they will continue to do so. They kill products only when the signal is not valuable enough to improve their advertising business but that's clearly not the case w/ AI.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#142

Post by nikcub » Thu, Feb 12, 2026, 9:20 PM UTC

xvector wrote: post #21

How are they not overvalued? At some point OSS will be sufficient for most businesses, what then?

Funny I consider this valuation modest considering what the max extent of the investment thesis is here.

SaaS and legal market caps have already contracted a multiple of the combined OpenAI + Anthropic valuations just based on the _threat_ of what they may be able to accomplish.

They'll have the data + knowledge edge over open alternatives and be able to implement + deploy (see the story about Anthropic employees being at GS for 6 months already[0])

[0] https://www.cnbc.com/2026/02/06/anthropic-goldman-sachs-ai-m...

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#143

Post by bix6 » Thu, Feb 12, 2026, 9:21 PM UTC

criddell wrote: post #134

I 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?

It’s a major issue in VC. Main Street doesn’t get access until it’s time to offload. Prevents capital recycling for early stage as well.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#144

Post by logicchains » Thu, Feb 12, 2026, 9:22 PM UTC

mrtksn wrote: post #96

reenorap wrote: post #51

How 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…

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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#145

Post by bix6 » Thu, Feb 12, 2026, 9:24 PM UTC

techblueberry wrote: post #11

nadis wrote: post #3

> "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?

Better be otherwise it’s a 27+ year wait for breakeven!

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#146

Post by _bypa » Thu, Feb 12, 2026, 9:24 PM UTC

ben_w wrote: post #100

nradov wrote: post #91

When 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.

The collective noun for a group of unicorns in AI is known as a hallucination, as in: a hallucination of unicorns.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#147

Post by ivantop » Thu, Feb 12, 2026, 9:26 PM UTC

logicchains wrote: post #144

mrtksn wrote: post #96

Earlier quoted context omitted.

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…

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To your last point, the answer is probably much different in China

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#148

Post by bix6 » Thu, Feb 12, 2026, 9:28 PM UTC

throwaway911282 wrote: post #115

modeless wrote: post #103

Earlier quoted context omitted.

Hiive and Forge Global are the ones I know of. You must be an "accredited investor" which means nothing at all except that you have a million dollars or make $200k/yr.

Like you can buy shares of Anthropic as long as you prove you make over 200K? That easy? Shouldn't they approve of the purchase? Sorry, noob in this space!

The secondary platform verifies you and then you indicate interest. If there’s a seller you may get to buy. Company may ROFR. Priority goes to bigger buyers.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#149

Post by jeffbee » Thu, Feb 12, 2026, 9:28 PM UTC

jiggawatts wrote: post #117

buccal wrote: post #76

Earlier quoted context omitted.

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.

Another basic feature that’s missing is sharing a Gemini chat as a link anyone can view. OpenAI figured this out: it’s awesome marketing when people send each other links to the app with a convenient text box to continue the conversation. It’s viral. Google meanwhile set this up so that “anyone with the link can view” is actually “anyone with the link and a Google account”. That’s grade A failure of marketing. The PM…

This doesn't sound right. I just opened a shared link in a fresh incognito window and it works fine.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#150

Post by sousousou » Thu, Feb 12, 2026, 9:29 PM UTC

mrtksn wrote: post #96

reenorap wrote: post #51

How 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…

Sometimes I worry about the incentives for innovation in the US.

Step 1, find something to innovate on, sell the promise of it to investors. Step 2, build a prototype or worst case, build it for real and start generating income from your truly innovate and unique product. Step 3, get acquired by a large company and then shut down because your product competed with theirs.

End result, general public possibly benefited from your innovation, but in the long run, it was temporary.

Maybe the incentives would be better if it were harder for large companies to acquire small ones? If the path to riches where driven primarily by delivering value to customers. Would love to hear other's opinions on this.