[deleted]
Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
11–20 of 74 posts
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#12I cannot read the article. Does it say anything about profit?
> Anthropic has projected revenue of at least $10.9 billion for the second quarter of 2026, more than double the previous quarter, on track for its first quarterly operating profit of $559 million.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#13The 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.
200usd/mo for Claude gives me tens of thousands of dollars of value.
API prices are paid by companies getting tens of millions of dollars of value.
In normal life money is the key constraint; buy this don't buy that etc. - whereas in VC funded companies the constraint is time. If you as a founder get funding and don't spend it fast enough you put yourself at serious risk of being replaced.
When enough of the world operates on that principle it creates a highly price insensitive market and that then can support a ton of ideas and experiments, some of which turn out to be really really good. It's a wild way to do innovation but it's been working well for decades.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#14I love Claude but as soon as there is a viable replacement and I get around to it, I’m gone. I have zero loyalty to a chatbot and when the interface is just text the cost of switching is up to my personal whims.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#15The 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.
> Don't even need claude anymore at their insane prices for anything I do.
What insane price is that? Pro is $20 per month. Same price as a Netflix ad free sub.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#16The 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.
> Don't even need claude anymore at their insane prices for anything I do. What insane price is that? Pro is $20 per month. Same price as a Netflix ad free sub.
Until they stop to subsidize.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#17> "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.
Well, if Anthropic actually makes $200B revenue in 2028 then that valuation is justified, depending on how fat their margins are.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#18The 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.
If you're primarily writing code yourself or meticulously reviewing the output from agents, then you're right. However, if you tried to have any of those models one-shot an app or do some highly agentic work, they would certainly fail. That's the future people are looking towards with these valuations: when its no longer economical for humans to write or even understand code, just let the models drive because they are superhuman at it. Not saying we are there today, but that's when you really start to see the benefit of more expensive models. Luna or Deepseek flash would never find any of the mathematical discoveries or security exploits that the larger models can find.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#19I love Claude but as soon as there is a viable replacement and I get around to it, I’m gone. I have zero loyalty to a chatbot and when the interface is just text the cost of switching is up to my personal whims.
I switched to codex after using Claude for a year. Faster, cheaper and smart (not sure smarter) but it likes to do things by itself without asking for clarification.
Re: Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
#20The 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.
200usd/mo for Claude gives me tens of thousands of dollars of value. API prices are paid by companies getting tens of millions of dollars of value. In normal life money is the key constraint; buy this don't buy that etc. - whereas in VC funded companies the constraint is time. If you as a founder get funding and don't spend it fast enough you put yourself at serious risk of being replaced. When enough of the world op…
It doesn't, though.
$200/mo of Claude may give you what would have cost tens of thousands of dollars to create in 2023, but the value of what it creates isn't there anymore. It should be compared against what it would cost to create with other tools, not against the cost of you doing it by hand.
Otherwise would be like justifying an obviously overpriced car, because "it saves me so much compared to carrying things thousands of miles by hand!"