Series H? Holy crap. I get the feeling they'll run it up to series ] before actually turning a profit though.
They reported they were on track to be profitable this quarter. https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-...
Anthropic raises $65B in Series H funding at $965B post-money valuation
331–340 of 458 posts
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#332Earlier quoted context omitted.
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…
maybe we will look back and also think that the current slate of IPOs were reasonable valuations?
The critical view is that these IPOs are bumping up against physics. How many trillion dollar companies can the economy support? The US GDP is roughly 32 Trillion. A company with 100 billion dollars in revenue and 10x annual growth would be expected to increase the size of the economy by 3.2% in its first year, and about 30% in it's second year post IPO existing.
While we could claim that such a company can grow by consuming a larger share of the GDP ... this would not bode well for future political stability, and nationalization would be a major topic.
So your left with a fast take off scenario, a job apocalypse, or a massively reduced growth rate.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#333> 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…
Nitpick: earlier this month ≠ in early May. “Earlier this month” includes yesterday
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#334Earlier 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.
How are they “not obligated to be truthful”? Lying to investors is literally a crime.
Are you familiar with Elon Musk's endless, repeated and obvious lies for the last decade?
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#335Earlier quoted context omitted.
They get in now because they want a high IPO exit. They care about the perception of the numbers, not about reality. If you think investment banks will catch them during the IPO: They have launched many overpriced IPOs in 1999/2000 and also want a high IPO price.
Investors are usually prevented from selling until 180 days after IPO
If the investors are VCs, they can sell their holdings to a syndicate of underwriter banks in advance of the IPO, and let the banks shoulder the risk of finding a bigger fool in the secondary markets.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#336Earlier quoted context omitted.
The rules can be changed, they did for spacex.
Yeah but SpaceX has undergone some “changes” in the past few months that make it a dumpster fire, rather than Anthropic’s explosive growth. Also, I don’t think the CEOs of both companies operate in the same way.
I dont see why changes at spacex would necessitate any changes at nasdaq.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#337I wonder if the investors used Claude to see whether they should invest or not hmm..
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#338I didn't know it went up to H.
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#339Earlier 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.
> They are not obligated to be truthful here What are you talking about? It’s securities fraud for a CEO to lie about the financials of a company regardless of whether it’s public or private.
And the punishment for securities fraud is a slap on the wrist, as Tesla proved with its "going private at $420/share, funding secured" tweet. Who cares about a $40m fine from an increasingly toothless regulator when your investors have already fronted $1.5 billion to settle copyright infringement claims?
Re: Anthropic raises $65B in Series H funding at $965B post-money valuation
#340Earlier quoted context omitted.
i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
You’d be surprised how much vibe is there in VC investing. When one is under the grip of irrational exuberance and FOMO due diligence goes out the window. For example look at Sequoia’s investment into FTX and article about Sam that accompanied.
True, but this is not what might be considered an unexamined company. You can be sure it's under all its investors' microscopes.
If for no other reason than they would rather spend their days procrastinating on everything else, so they can obsess over some of the most interesting numbers they will ever see.