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Anthropic raises $65B in Series H funding at $965B post-money valuation

anthropic.com

191–200 of 458 posts

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#191
post #86

Earlier quoted context omitted.

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.

> The branding of Claude is so much stronger than ChatGPT. Absolutely not, you live in a bubble. Everybody knows about ChatGPT. Few non-programmers have heard of anthropic or claude, nor do they care. But they all know what ChatGPT is.

My sister, who isn't in tech and would be called a "normie" by people more online than myself, told me she switched to Claude a few months ago because of Anthropic's fight with the pentagon. IMO the unbubbled public certainly knows about Anthropic/Claude, especially given their Super Bowl ad and their stance on standing up to the pentagon/Trump admin.

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#192

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…

> dumping them on retail investors

They are dumping them on your 401k -- especially SpaceX.

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#193
post #165

> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…

Pretty unfathomable growth. I'm pretty sure I listened to Dario saying something along the lines of keeping Anthropic on track for 10x ARR growth (in December) and thinking that that was a bonkers idea for a $9B run-rate company, and now it's looking like that might be an underestimate ...

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#194

Earlier quoted context omitted.

> 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...

Looking back it feels like GOOG, FB, TSLA etc. all went IPO at reasonable valuations. Retail & public investors did benefit long term and continuing to get higher valuations in public is not a small feat compared to a VC valuation. A trillion dollar valuation seemed so hard back in the day and now there are so many companies in that list. What's the next level? Is this just signs that $ is no longer the inflating at…

> Looking back it feels like GOOG, FB, TSLA etc. all went IPO at reasonable valuations

Yeah, looking back. At the time, I distinctly remember people were going batshit over the insane FB valuation. It wasn't at all obvious it was justified.

Hindsight is 20/20.

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#195
post #67

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…

Yeup, no shortage of tech IPOs over the past five years that are now valued at like 5% of what they were after being dumped onto the market: ZoomInfo, Bumble, Gemini 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 lock…

Coinbase wasn't an IPO, they didn't create any new shares to sell as part of going public. They did a DPO, Direct Public Offering where they listed the existing private shares publicly and allowed most shareholders to sell immediately from day one. It was a great way to make the founders rich, VC to cash out their initial investment, and... well mostly just that.

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#196
post #12

Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.

Anthropic is the Google to OpenAI's Yahoo.

Do you mean Facebook to Yahoo?

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#197
post #193
post #165

> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…

Pretty unfathomable growth. I'm pretty sure I listened to Dario saying something along the lines of keeping Anthropic on track for 10x ARR growth (in December) and thinking that that was a bonkers idea for a $9B run-rate company, and now it's looking like that might be an underestimate ...

irresponsible growth

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#198
post #165

> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…

[flagged]

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#199
post #193

Earlier quoted context omitted.

Pretty unfathomable growth. I'm pretty sure I listened to Dario saying something along the lines of keeping Anthropic on track for 10x ARR growth (in December) and thinking that that was a bonkers idea for a $9B run-rate company, and now it's looking like that might be an underestimate ...

irresponsible growth

not really. just a capacity planning issue on that side. much harder challenge is continuing to train better models.

Re: Anthropic raises $65B in Series H funding at $965B post-money valuation

#200

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…

dumping ground because they spent the last 20 years convincing everyone with a 401k it belonged in index funds.

index funds will be the cause of the next catastrophic collapse

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