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

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

#151

Post by w10-1 »

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…

Often only minimal shares are floated on the public market - 5-10% now is not unusual. Also, founders keep priority shares to keep the company.

So IPO is not particularly a liquidity event for investors as much as a valuation/pricing event. Indeed, the tech IPO's that have done the worst were the ones where shareholders wanted liquidity.

Clearly none of the multi-trillion dollar companies could find a buyer now if they really needed to sell themselves, so they're not really "worth" that much. (Nor are their founders, who can't sell their shares without tanking the stock.)

So these stocks are more like derivatives: a way to bet on the future where betting volume is huge relative to the underlying asset.

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

#152

Post by zozbot234 »

karmasimida wrote: post #117
abirch wrote: post #89

Earlier quoted context omitted.

It also leaves OpenAI vulnerable to any GPU breakthroughs. You could imagine company X comes up with a XPU that is 100% faster than what's currently there.* * NVidia GPU, Google TPU, Apple SoC, etc.

You have missed the point Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Optics component from LITE, as well as TSM capacity. Let alone those power components they funded themselves. Let's say you have a genius design, but you will have it close to impossible to compete with Nvidia in getting it to volumes. Jensen is a player, he isn't…

nVidia can only 'monopolize' these components for itself inasmuch as other industry players are not seriously interested in them. This can change rather quickly.

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

#153

Post by kromokromo »

CuriouslyC wrote: post #109
cmiles8 wrote: post #12

Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.

Anthropic is riding a hype wave as a result of brilliant marketing. OpenAI has the better products, higher reliability and better community relations. I don't expect the situation to continue.

I disagree. They have been winning lately because of better harnesses and interfaces. New actual decent features are shipped almost weekly on Claude code and Claude desktop.

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

#154

Post by Spunkie »

tredre3 wrote: post #114
jmathai wrote: post #86

Earlier quoted context omitted.

The branding of Claude is so much stronger than ChatGPT. Even Anthropic is such better branding than OpenAI (especially considering they're not open at all). My wife knows about Claude because that's what I use and we pay for. She uses it also as a result. And inevitably she will talk about Claude to her friends.

> The branding of Claude is so much stronger than ChatGPT. Absolutely not, you live in a bubble. Everybody knows about ChatGPT. Few non-programmers have heard of anthropic or claude, nor do they care. But they all know what ChatGPT is.

Def sounds like a bubble to me. In my own bubble, ChatGTP is so well known over the others that people will often slip and refer to other AI services collectively as ChatGTP.

e.g. "I put it in chatgtp and..." when they actual asked Gemini.

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

#157

Post by outside1234 »

alecco wrote: post #52
cmiles8 wrote: post #12

Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.

Anthropic is at the mercy of 3rd party datacenter contracts. AFAIK OpenAI will soon run mostly on on their own GPUs. I don't like Altman and I am still upset about his memory deal last year but he prepared for the current shortages months before anybody else. Meanwhile, Anthropic seems to lack any plans besides third party contracting. IMHO they got very lucky with xAI and Google having spare capacity and willing to…

Don't worry, they will buy up OpenAI's contracts once they implode.

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

#158

Post by outside1234 »

CuriouslyC wrote: post #109
cmiles8 wrote: post #12

Probably the bigger headline here is that they’ve blown past OpenAI in revenue and valuation, with OpenAI looking increasingly shaky and vulnerable.

Anthropic is riding a hype wave as a result of brilliant marketing. OpenAI has the better products, higher reliability and better community relations. I don't expect the situation to continue.

OpenAI has a broken business model

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

#159

Post by outside1234 »

mettamage wrote: post #148

I wish I could invest into it, I'd at the very least have invested in their Series F. It was a no brainer by that point. If anyone could teach me how to get into stuff like this, that'd be awesome. I'm from the Netherlands, so not American. Though I'm married to an American.

Don't worry, it will be all dumped on the SP 500 as soon as it is at its hype peak.

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

#160

Post by kilroy123 »

tredre3 wrote: post #114
jmathai wrote: post #86

Earlier quoted context omitted.

The branding of Claude is so much stronger than ChatGPT. Even Anthropic is such better branding than OpenAI (especially considering they're not open at all). My wife knows about Claude because that's what I use and we pay for. She uses it also as a result. And inevitably she will talk about Claude to her friends.

> The branding of Claude is so much stronger than ChatGPT. Absolutely not, you live in a bubble. Everybody knows about ChatGPT. Few non-programmers have heard of anthropic or claude, nor do they care. But they all know what ChatGPT is.

Agreed. My Mom, who is a grandma, uses ChatGPT every day. Lots of nontech people use it.
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