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

anthropic.com

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

#401

Post by limflick »

mikeyouse wrote: post #329
Game_Ender wrote: post #202

Earlier quoted context omitted.

It’s becoming like the iPhone, once the software has access to “Claude”, everyone in the org wants it. Finance wants it for excel, marketing and design for image generation, compliance for working with documents. Sure it’s not software engineering rates, but it increases the user base beyond software developers.

Rings true in my org -- finance is a big consumer because all the software shops who do integration work with CRMs and ERPs are garbage and take forever to implement changes and via some clever prompting, you can obviate most of that work.

I'm curious, do you have an example?

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

#402

Post by jmalicki »

sophiebits wrote: post #328
jmalicki wrote: post #297

Earlier quoted context omitted.

For Anthropic in particular, that we're talking about, API token costs are revenue that is earned in real-time not on a contract - so hypothetically a giant spike in token use on an API use contract could spike revenue. But I don't think most expect that to randomly fluctuate enough to be material.

People building applications that use AI do have longer contracts. Not sure how the split is vs Claude Code etc.

Sure, but the moment they use the token the revenue is earned.

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

#403

Post by limflick »

yoyohello13 wrote: post #313
BobbyTables2 wrote: post #231

Earlier quoted context omitted.

Indeed! And the returns from such an investment in infrastructure will likely be profound. I feel AI is a bit different, as in there is a spectrum ranging from “utterly stupid” (early ChatGPT), “very helpful” (kinda now), “SkyNet 2.0” (what good are humans!). As algorithms and technology improve, AI will be both cheaper and more capable. Companies like Anthrophic wouldn’t be the vaulted celebrities as they are today.…

NGL, I would gladly trade opus 4.8 in exchange for my city fixing the roads. Just imagine if even a quarter of the money being dumped into AI went to something that actually improved peoples lives. Man that would be a sight to behold.

AGI in the next 20 years is more likely than all the roads in my country getting fixed anytime in the future.

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

#404

Post by wookmaster »

Zafira wrote: post #238
mgfist wrote: post #193

Earlier quoted context omitted.

Pretty unfathomable growth. I'm pretty sure I listened to Dario saying something along the lines of keeping Anthropic on track for 10x ARR growth (in December) and thinking that that was a bonkers idea for a $9B run-rate company, and now it's looking like that might be an underestimate ...

Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.

A lot of companies are mandating token use, there's certainly a smell going on here but I have no idea why all the CEO's got onboard unless they all get some of that stock. AI psychosis is very real.

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

#407

Post by fuzzfactor »

vishnugupta wrote: post #304
c0rruptbytes wrote: post #248

Earlier quoted context omitted.

i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...

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.

Well if you've got billions of dollars just sitting around doing nothing, and many many more billions of dollars that are performing wonderfully, you should be able to afford throwing a few billion away if that's what ends up happening.

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

#409

Post by taude »

jLaForest wrote: post #178
taude wrote: post #67

Earlier quoted context omitted.

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…

Maybe snowflake was a bad example considering that stock is up 36 percent today haha

yeah, wild!
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