Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
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Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#2The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#3What market size do they think AI will be in 2028 to give that prognosis.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#4> "Could they (Anthropic) get a $2 trillion valuation, yeah they could and I just wonder if it would stay there over time"
Can someone explain exactly how the market can in any sense support not one but two trillion dollar valuations (referencing spacex as the first)? (I imagine openai will likely be in the same ballpark) genuinely we're reaching "elementary levels of big funny number" in the market.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#5> "Could they (Anthropic) get a $2 trillion valuation, yeah they could and I just wonder if it would stay there over time" Can someone explain exactly how the market can in any sense support not one but two trillion dollar valuations (referencing spacex as the first)? (I imagine openai will likely be in the same ballpark) genuinely we're reaching "elementary levels of big funny number" in the market.
A $2tn IPO does mean $2tn materialized out of nowhere. What matters is how big the liquid market is, and that is a much smaller number.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#6I cannot read the article. Does it say anything about profit?
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#7[dead]
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#8The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
What enterprises pay for is all that matters. They pay insane amounts for a lot of things I would never do personally, but I'm not the target demographic in those cases.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#9I cannot read the article. Does it say anything about profit?
Not a single mention. It’s all „revenue”. And as the downvoters are surely aware: profit != revenue.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#10The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
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