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…
Anthropic raises $65B in Series H funding at $965B post-money valuation
271–280 of 458 posts
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#272Earlier quoted context omitted.
Well, if everyone is out of a job, the government is going to have to do something so I’m not too worried about it. If I had to be an optimist about it, I would say that this might be the perfect catalyst to build out a lot of renewable energy (for data centers) and maybe actually implement UBI.
give a bot a vote
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#273Earlier quoted context omitted.
ChatGPT is a word now. People may use Perplexity, or Google, or Grok to ask questions online. And later they tell you "ChatGPT told me this". It's a new "I googled in Yahoo".
ChatGPT is the 5th most visited site (as well as has nearly a billion weekly active users) and none of the competitors are even close. In the consumer space, Gemini is doing well but Claude is not even in the same galaxy. OpenAI is undoubtedly the leader in consumer LLMs and by a large margin. I'm sure there are mixups, but if someone is telling you they're using chatGPT, they almost certainly mean they're using chat…
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#274Earlier quoted context omitted.
ChatGPT is the 5th most visited site (as well as has nearly a billion weekly active users) and none of the competitors are even close. In the consumer space, Gemini is doing well but Claude is not even in the same galaxy. OpenAI is undoubtedly the leader in consumer LLMs and by a large margin. I'm sure there are mixups, but if someone is telling you they're using chatGPT, they almost certainly mean they're using chat…
The consumer market is worthless though. Consumers will never pay, so the only revenue option is ads which barely, if even at all, pay for inference costs.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#275Earlier quoted context omitted.
If these are fake revenues, I would think that the sophisticated investors would see through that? Or everyone is just in some ponzi scheme raising valuation and letting the last investors hold the bag or eventually pass it on to retail investors buying at the peak?
Anthropic is private. They talk all The time about their numbers being non-gaap run-rate revenues mean extrapolating a month out to a year. All they have to do is book a big deal in May and multiply by 12. It’s probably still impressive growth, but probably not as impressive as it looks.
> An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees
Times that by 12 to annualize it and you get to add an extra $6 billion to the number!
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#276Earlier quoted context omitted.
Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#277Anthropic 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
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#278Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#279Earlier quoted context omitted.
Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#280> 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…