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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

#421

Post by alden5 »

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?

Having public investors forces companies to try their best to make a profit with the threat that you could get sued if you don’t. Sacrificing short term gains for long term goals is something public companies aren’t really good at. One good example where not having public investors has drastically helped a company is spacex. Almost every one of their programs has had really bad failures that public investors could’ve investigated and shut down. As someone who worked for them I really don’t want them to become public, forcing a company to do that seems crazy.

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

#422

Post by SergeAx »

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.

Google is notorious for creating bad products, and right now, Gravity is the worst ML-assisted code editor on the market, IMO.

Also, I personally experienced a mishap when Google ML-chat was unable to sync chats between the web and mobile clients. To my embarrassment, it turned out that I was using Gemini on the mobile and AI Studio on the web. How Google managed to create two similar products - I don't know, but it was obviously a tremendous misallocation of resources.

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

#423

Post by raincole »

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.

> How is Anthropic, OpenAI and xAi

You mean Amazon, Microsoft and Tesla?

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

#424

Post by pixiemaster »

deaux wrote: post #354
techblueberry wrote: post #184

Earlier quoted context omitted.

Apparently the last two times the Super Bowl Ads were dominated by Tech companies was 2000 for dotCom and 2022 for Crypto.

FWIW, BTC is currently still triple what it was at that time. Crypto as a whole of course isn't. So really this seems like a "time to stick to the big boys".

in dollar yes. if you use the Swiss Franc as baseline, not.

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

#425

Post by KellyCriterion »

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…

> ssing is sharing a Gemini chat as a link anyone can view.

when logged in, up right, there are these three dots - for me it says: "share conversation" - isnt this what you are looking for?

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

#426

Post by KellyCriterion »

rvnx wrote: post #180
impulser_ wrote: post #173

Earlier quoted context omitted.

Because it's Google they can't build products and they only care about benchmarking. The product they released so far are all half assed experiments. Gemini 3 Pro is now being beaten by open source models because they can't fix or don't want to fix the problems with the Gemini models being completely useless. The same for Microsoft. Microsoft had GitHub Copilot, and Microsoft Copilot and both of them are useless to C…

Claude is clearly the most superior product right now. Gemini is absurdly expensive for low quality (3000 USD of tokens are not even worth what you get @ Anthropic for 200 USD).

Im on the smallest paying tier:

Its really astonishing how much value it delivers for ~20 USD - I doubt that this will be the case forever, its just "too useful" for only 20 USD

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

#427

Post by KellyCriterion »

verdverm wrote: post #163
verdverm wrote: post #2

it's crazy that Google is spending something like 4x this in a year just for capex wonder how much of that $30B will make it their way and pay that down

has me wondering if Anthropic is one of those confidential TPU buyers

ah! thats an interesting idea: Is there any discussion somewhere? I thought Google was the only one using their TPU inhouse.

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

#428

Post by Rapzid »

tyre wrote: post #19
IshKebab wrote: post #7

Absolutely 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.

It's Microsofts moat and castle. Anthropic is renting a room.

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

#429

Post by kasey_junk »

darkwizard42 wrote: post #403
kasey_junk wrote: post #271

Earlier quoted context omitted.

Google didn’t have a late start, they invented the tech, had bespoke hardware in place that supported it and have money to spend. I don’t have any idea what comes next but Google and Microsoft look bad right now because they can’t execute a product strategy. My personal bias is that either ms or Google or both will land just fine after it all shakes out but they started with a lead and are now playing catch up.

Is this true now? The models are better, the integrations are now in your email, search, youtube, docs, spreadsheets, slides, Gemini is now higher than ChatGPT in the App Stores I think you are right with the timeline being Google was infinitely ahead in the beginning, did nothing, then fell behind, but right now, they feel ahead -- established even, and distributing AI into all their products

I’ll concede it’s my impression not any facts, but when I talk to non-tech users they tend to hate the ai being embedded in all of their apps. I think the ai google search results are at best polarizing.

For technical users it’s very rare to hear people picking Gemini for general use cases unless they are required to for other reasons.

Google models do seem to get used a lot for specialized tasks though.

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

#430

Post by ozgrakkurt »

vessenes wrote: post #227
lotsofpulp wrote: post #129

Earlier quoted context omitted.

Their overall margin is negative.

No, it’s not. This is a dangerous perspective, usually held by engineers who think that accounting doesn’t matter and don’t understand it. You MUST accrue the lifetime value of the assets against the capital expense (R&D in this case) to determine the answer to this question. The company (until this announcement) had raised $17B and has a $14B revenue rate with 60% operating margin. It is only negative on margin if y…

If Dario says it, it has to be true. He is known for being reasonable and reliable
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