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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

#331

Post by anoojb »

simonw wrote: post #265

Those growth stats for Claude Code are pretty wild: > Claude Code was made available to the general public in May 2025. Today, Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026. The number of weekly active Claude Code users has also doubled since January 1 [six weeks ago]. Doubling both annual run-rate revenue and weekly active users in the fi…

How do you even rationally value that growth??

No doubt it's astounding, and I have no experience underwriting these kinds of scale of investments...

...but if I were a recent employee diluted as part of this raise (even with the massive uplift in revenue) I'd be very skeptical about an sort of financial outcome for myself.

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

#332

Post by paulmist »

simonw wrote: post #265

Those growth stats for Claude Code are pretty wild: > Claude Code was made available to the general public in May 2025. Today, Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026. The number of weekly active Claude Code users has also doubled since January 1 [six weeks ago]. Doubling both annual run-rate revenue and weekly active users in the fi…

No wonder. At an early stage startup and every single person here/we talk to has the $200 CC.

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

#333

Post by vitaflo »

kiernanmcgowan wrote: post #89
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.

Slight counter point - claude code is basically the only developer tool that ever been happy to pay money for. Getting the entire software industry to give you $200/mo/person is quite the market.

That just means they're basically Adobe. What's their valuation?

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

#334

Post by stephenhuey »

a4isms wrote: post #270
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…

> Theoretically Apple can spend just as much. What are the outcomes though? All those giants have their own business that are established and profitable. Ah! Well, if we put aside "The Innovator's Dilemma" and pick up Reis and Trout's "marketing Warfare," we get the answer. Apple does have an existing business, but investing in AI does not cannibalize it. They can throw money at it, try to find a way to make it work…

I'm very curious if they're going to ditch Google by providing on-device search. A monthly Open Crawl is under 100 terabytes, and if you clean that down to raw text and deduplicate and maybe pick out what you don't care about, the dataset might already fit onto my iPhone. They could do a lot without making a network call and reach out to a server for anything the device doesn't have, but a lot of user queries might never need to leave the phone. In another couple years, storage will be even higher.

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

#335

Post by solatic »

yieldcrv wrote: post #248
kooshball wrote: post #182

Earlier quoted context omitted.

there used to be rules that companies must be public if they have other 1000 investors. is this no longer the case?

it's still the case, but there are never 1,000 investors, there's a couple dozen VC firms, SPVs, and individuals if you're smart. I don't think this is an SEC problem, they are fully aware that people subject to their jurisdiction can jump through many hoops to circumvent them. This shows consent on the investor's part well enough, and capital formation regulations do not burden the investor at all, they are only con…

If employees get stock options and decide to exercise on exit, they count against the 500 unaccredited investor limit that would trigger reporting requirements. So companies that issue stock options do have an outside risk that enough employees will exit, exercise their stock options, and trigger a reporting requirement.

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

#336

Post by what »

BobbyTables2 wrote: post #298
akersten wrote: post #239

Earlier quoted context omitted.

So is Gemini tbh. It's the only agent I've used that gets itself stuck in ridiculous loops repeating "ok. I'm done. I'm ready to commit the changes. There are no bugs. I'm done." Google somehow manages to fumble the easiest layups. I think Anthropic et al have a real chance here.

Indeed. The stupid AI on Google’s search page is so bad, I really wonder why the released it publicly. Makes CoPilot look like something from a Sci-Fi movie.

They recently replaced “define: word” (or “word meaning”) results with an “ai summary” and it’s decidedly worse. It used to just give you the definition(s) and synonyms for each one. Now it gives some rambling paragraphs.

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

#337

Post by hulitu »

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.

They made a C compiler. Google has no C compiler. Win. /s

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

#338

Post by longfacehorrace »

senordevnyc wrote: post #295
longfacehorrace wrote: post #247

Earlier quoted context omitted.

Laws are words with zero meaning if they go unenforced. Politicians are not interested in assuring such. Public is busy arguing semantics online; they are not interested in assuring such.

In other words, you didn’t know they’re a PBC, and you don’t know what that means?

I know PBC; legal semantics that dictate various financial terms. I also know the specifics because for some reason those specifics matter to some people, and it's been personally beneficial to have more than an awareness of such legalese. Makes true believers feel I am living up to their "one of us!" means testing.

I accept they matter to others but reject such exists as anything but contemporary ethno-objects. Similar to how I acknowledge Christianity exists but am not a disciple of the dogma; I have to accept others believe but do not have to pledge allegiance myself.

Aside from engineering and healthcare, machine operation, with real safety implications, everything else is just parroting and social role-play.

Being a VHS copy-paste of generational semantics isn't the flex you want it to be. Patronize harder though.

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

#340

Post by jaggirs »

austin-cheney wrote: post #339

How is this not a red flag? It’s a series G and they are still begging for money to burn. When do they convert their balance sheet to profit? Is it after a series AAF when they are worth more than Apple or nvidia?

Have you seen their revenue growth?
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