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Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
How? OpenAI and Antrophic are basically the Big 2 racing away at light speed; the others who can't get near them are perhaps shaky & vulnerable. And sure, there's a garden full of those.
Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
Things change fast in this space. Anthropic had a big boost from having the premier coding model for a while, but GPT-5.5 has closed that gap at a time when a lot of Anthropic customers are looking for cheaper alternatives.
Anthropic is coming off of a recent change to their enterprise billing that substantially changed the pricing for many users. They were smart to do the fundraising before the effects of that change could fully propagate.
Anthropic has a great product, but what's going on in the stock market is astonishing. Companies waiting to be valued at a trillion dollars before going public? (I'm writing this comment with the assumption that they will go public soon and the valuation will be higher than this $965 billion dollar private valuation) The stock market used to be a place for companies to raise money from investors. But that isn't what…
We got "dumped" Google and Facebook, so... Those probably made up for all the other "dumps".
We also got "dumped" TSLA, which is meme-ing in the trillions at the moment.
You can short Anthropic at IPO if you want...
Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
Their valuations differ by about 13%. That's close enough that I wouldn't call it "blown past". Things change fast in this space. Anthropic had a big boost from having the premier coding model for a while, but GPT-5.5 has closed that gap at a time when a lot of Anthropic customers are looking for cheaper alternatives. Anthropic is coming off of a recent change to their enterprise billing that substantially changed th…
Anthropic has a great product, but what's going on in the stock market is astonishing. Companies waiting to be valued at a trillion dollars before going public? (I'm writing this comment with the assumption that they will go public soon and the valuation will be higher than this $965 billion dollar private valuation) The stock market used to be a place for companies to raise money from investors. But that isn't what…
And many more that are 50% of what they were: Snowflake, Coinbase
And many more that went back to private companies and then were sold off: Carbon Black, etc...
I'm actually too lazy to go list out all of them.
But employees, beware, of those gnarly lockup periods post IPO where all the better classed options than yours get to exit.
Earlier quoted context omitted.
Anthropic is at the mercy of 3rd party datacenter contracts. AFAIK OpenAI will soon run mostly on on their own GPUs. I don't like Altman and I am still upset about his memory deal last year but he prepared for the current shortages months before anybody else. Meanwhile, Anthropic seems to lack any plans besides third party contracting. IMHO they got very lucky with xAI and Google having spare capacity and willing to…
Stargate is not real. It is not clear that running one's own datacenter is a competitive advantage. Why do you think OpenAI can handle that?
Anthropics relativ longterm contract with xAI def shows that they can fill the capacity vs Musk not. OpenAI and Anthropic are both using a lot of capacity so its fair to say that this is an advantage.
If they stay very close competitive (which they are), your own datacenter does reduce token price.
Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.
Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.