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

Post by stocknoob » Fri, May 29, 2026, 7:07 AM UTC

BoneShard wrote: post #315

hibgymnb wrote: post #243

Earlier quoted context omitted.

elaborate please

easy: 1. Shit goes into S&P 500 (pump phase) 2. Shit goes to 0. Your 401(k) invested into S&P 500 takes a dive (dump phase) 3. Retail holding bags (full of shit) phase. Case study: Tesla, with a P/E ratio in the hundreds along with declining sales and TAM, is a part of the S&P 500 and, consequently, of many people's 401(k)s.

Post by casey2 » Fri, May 29, 2026, 7:18 AM UTC

Nevermark wrote: post #340

vishnugupta wrote: post #304

Earlier quoted context omitted.

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.

Post by 0xDEAFBEAD » Fri, May 29, 2026, 7:25 AM UTC

jillesvangurp wrote: post #314

mNovak wrote: post #227

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The wild thing to me, is that they're serving $47B run rate worth of requests on maybe 2-3 GW of compute currently [1], of which only a fraction goes to inference, vs R&D and training. Obviously there have been complaints on token limits and such so they're stretched a bit thin, but nonetheless. Hard to imagine what a world with 100GW of compute looks like. [1] https://epochai.substack.com/p/frontier-labs-dont-use-mo…

It gets better; most of their incoming requests don't actually require a frontier model to handle. There's a huge potential for future optimization in this space. Anthropic, OpenAI, Google and a few other companies are going to be well positioned to scale in the few years. A 65$ billion round to finance operations over the next few years isn't that controversial if you look at the growth and profit potential. I think…

Post by GoblinSlayer » Fri, May 29, 2026, 7:30 AM UTC

Nevermark wrote: post #340

vishnugupta wrote: post #304

Earlier quoted context omitted.

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.

Post by tnolet » Fri, May 29, 2026, 7:36 AM UTC

taude wrote: post #67

topherPedersen wrote: post #62

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…