This is all getting a bit tiring. Show us the S1 already!
Anthropic raises $65B in Series H funding at $965B post-money valuation
81–90 of 458 posts
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#82Say you join Anthropic now as an employee. What are the chances of your equity appreciating in value? I don't think we have any historical precedents to this.
inflation
I suspect we'll have our first $10T company in the next 2-3 years. That's only doubling.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#83Earlier quoted context omitted.
Because the market almost certainly can’t support two foundation model labs given the increasingly little difference across models and the massive sums of cash required to keep it all going. There is no big 2, just a race to survive and be the big 1.
Disagree, both are coexisting fine today.
A series "H" for $65 billion and no path to profitability is existing fine?
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#84Earlier quoted context omitted.
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.
Because the market almost certainly can’t support two foundation model labs given the increasingly little difference across models and the massive sums of cash required to keep it all going. There is no big 2, just a race to survive and be the big 1.
If it cant support two competing compamies, something is very wrong. Oligopoly is bad, monopoly worst.
Well functioning market is supposed to have many, as in a lot, companies with similar products. To create competition.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#85Earlier quoted context omitted.
Every week there's at least one post on the HN front page bitching about API errors from Claude because Anthropic doesn't have enough serving capacity. I really don't see any signs they're "spending too much", the actual evidence on the ground seems to be exactly the opposite: constant exasperation that they're not spending enough.
What he means is the customers realizing they are spending too much on Anthropic.
I just finished talking to a dev manager friend of mine at a household name company.
He told me they are massively pulling back on the AI stuff.
Right now the lashback is about cost, because that's the most easily measured pain point.
Soon, we'll start seeing a deeper understanding of the quality issues. At that point, it's likely this whole experiment gets firmly put in a bin of the toolbox where it belongs.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#86Earlier quoted context omitted.
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…
The acceleration rate has been extraordinary… they went from mostly unknown outside AI circles to the number one player almost overnight. If that’s not “blown past” I don’t know what is.
The branding of Claude is so much stronger than ChatGPT. Even Anthropic is such better branding than OpenAI (especially considering they're not open at all).
My wife knows about Claude because that's what I use and we pay for. She uses it also as a result. And inevitably she will talk about Claude to her friends.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#87Anthropic 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…
> But that isn't what it is anymore, it's a dumping ground. 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...
Google IPO 20 years ago, Tesla 15 years ago, facebook almost 15 years ago.
Situations change.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#88Earlier quoted context omitted.
The acceleration rate has been extraordinary… they went from mostly unknown outside AI circles to the number one player almost overnight. If that’s not “blown past” I don’t know what is.
Do ordinary people really know what Anthropic is?
They certainly know claude. I keep telling them they are all about the same.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#89Earlier 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…
Which also leaves OpenAI vulnerable to NVidia's aggressive pricing. To my knowledge Anthropic is relatively well positioned across multiple compute vendors/hardware providers.
It also leaves OpenAI vulnerable to any GPU breakthroughs. You could imagine company X comes up with a XPU that is 100% faster than what's currently there.*
* NVidia GPU, Google TPU, Apple SoC, etc.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#90Earlier quoted context omitted.
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.
Because the market almost certainly can’t support two foundation model labs given the increasingly little difference across models and the massive sums of cash required to keep it all going. There is no big 2, just a race to survive and be the big 1.
isn't Google going to win the race anyway ?