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Anthropic raises $30B in Series G funding at $380B post-money valuation

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Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#211

Post by xvector »

fragmede wrote: post #151
xvector wrote: post #79

Earlier quoted context omitted.

I am struggling with this because I have an Anthropic offer vs another equivalent offer that is all cash. But project out forwards. - What happens when Google builds a similar model? Or even Meta, as far behind as they are? They have more than Anthropic in cash flow to pour into these models. - What happens when OSS is "enough" for most cases? Why would anyone pay 60% margins on inference? What is Anthropic's moat? T…

Big picture, sure. We can talk about the millions that corporations will make and who's going to do what. But you're a person. $1 million in options is probably meaningful for you. Companies aren't IPOing, but the secret is that they're still paying employees cash for their options. SpaceX employees have had what's called a tender, which means they get to sell some of their hypothetical SpaceX options for cold hard c…

> who cares about a software company moat when you have enough money to buy a castle in Napa and pay to have a real actual moat with water in it and crocodiles, if that's what you want.

Doesn't this require their private market valuations to go well into the trillions?

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#212

Post by TheOtherHobbes »

WarmWash wrote: post #176
BowBun wrote: post #156

Earlier quoted context omitted.

It's telling that the measure of quality of life you use in this comment is entirely materialistic in nature. I also challenge the idea that US provides 'access to better medical care', as it is pretty well documented that Americans spend more for lower quality care compared to similar developed countries. I believe this cultural divide is a big reason America won't make it back to the top - insatiable desire for wea…

If you are in the bottom 30% of earners, the EU is better. If you are in the top 30% of earners, the US is better.

And the top 1% get to have fun on a private island.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#213

Post by rvnx »

lostmsu wrote: post #208
rvnx wrote: post #180

Earlier quoted context omitted.

Claude is clearly the most superior product right now. Gemini is absurdly expensive for low quality (3000 USD of tokens are not even worth what you get @ Anthropic for 200 USD).

The same can be said about Claude (no or tiny Opus on Pro) vs GPT-5.2 high (5.3-codex if you like terminal bench hacking).

You mean GPT-5.3-Codex is a much better value than Claude Opus for programming ? If yes then I'm very interested as I am using Claude there

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#214

Post by cantalopes »

reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

Have you ever used anything that is on google cloud console? Or tried not to get randomly ratelimited with a single request to a vertex llm model? They are shooting themselves in the foot for solid 20 years, any of these players can compete with google in this frontier

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#215

Post by alwillis »

reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

> It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money.

Anthropic went from zero to $14 billion in revenue in less than 3 years, growing at 10x per year.

That's what they're investing in.

Also Anthropic seems laser-focused, unlike some of their competitors who are throwing stuff against the wall to see what sticks.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#216

Post by SpicyLemonZest »

foobarian wrote: post #197
jfim wrote: post #172

Earlier quoted context omitted.

Keep in mind there are two Americas, a wealthy one and a not wealthy one; someone posting on HN is likely in the former bucket, and not juggling a retail job and doing Uber on the side while being unable to afford healthcare.

I'm not sure even wealthy America is better off. They might have their $3M mansion in a nice town but it will still have no sidewalks, be 2 miles from school, and an hour from major city center.

I don't know where you've gotten the idea that wealthy Americans spending $3M on their homes can't have sidewalks or live near major city centers. It's a big country, so there's lots of places that don't have sidewalks or aren't near a city. But any wealthy American who wants those things can easily get them without making compromises.

(The school thing I'll grant you, although in a car-centric country a school 2 miles away often takes like 5 minutes to get to.)

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#217

Post by Insanity »

alwillis wrote: post #215
reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

> It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Anthropic went from zero to $14 billion in revenue in less than 3 years, growing at 10x per year. That's what they're investing in. Also Anthropic seems laser-focused, unlike some of their competitors who are throwing stuff against the wall to see what sticks.

Revenue, but what about profit? Google can be cash positive but I’m not sure Anthropic can be the same.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#218

Post by chrisjj »

kiernanmcgowan wrote: post #89
reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

Slight counter point - claude code is basically the only developer tool that ever been happy to pay money for. Getting the entire software industry to give you $200/mo/person is quite the market.

> Getting the entire software industry to give you $200/mo/person is quite the market.

Quite the fantasy, you mean.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#219

Post by operatingthetan »

cantalopes wrote: post #214
reenorap wrote: post #51

How is Anthropic, OpenAI and xAi going to compete against the likes of Google that can spend $200 billion a year? It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money. Until the funding stops for one reason or another and then everyone loses all their money at once like a star that collapses into a black hole singularity in a femtosecond.

Have you ever used anything that is on google cloud console? Or tried not to get randomly ratelimited with a single request to a vertex llm model? They are shooting themselves in the foot for solid 20 years, any of these players can compete with google in this frontier

Google is playing the datacenter game differently because they have their own hardware.

Re: Anthropic raises $30B in Series G funding at $380B post-money valuation

#220

Post by WarmWash »

kgabis wrote: post #186
WarmWash wrote: post #157

Earlier quoted context omitted.

[flagged]

I wonder what makes EU so wealthy to just buy stuff everywhere - maybe it's the export of high-end technologies inaccessible to US and China?

The EU is no way share or form in a good economic position right now. That's why euro leaders have been kowtowing to Trump despite him being a deranged lunatic.

Delete all American software, American defense, American energy, and Chinese hardware from the EU tomorrow. That's the deep-seated unease that keeps EU leaders up at night. Europe needs to be doing 3-4% GDP growth annually and have a globally competitive top to bottom tech an defense industry, and it needs that years ago.

The problem is that the EU needs to become more like the US to do this, and for people who grew up under the protective overhang of the soviet collapse, this is mostly unthinkable. Just like the US not bankrolling half of Ukraine's defense would be unthinkable...

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