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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

#451

Post by DanielHB »

jjav wrote: post #449
DanielHB wrote: post #383

Earlier quoted context omitted.

I remember seeing a video about this subject, since large IPOs are automatically included in index funds it is kinda of a way to extract value from passive investors. Insiders cash out before it hits the indexes, index crashes by a fraction for a %, all pensions in the country (and many overseas) pay for it. But with OpenAI and SpaceX IPOing roughly at the same time it will likely be more than fraction of a % in this…

> since large IPOs are automatically included in index funds No, this was not allowed. Until a certain someone with deep connections to the corrupt government (coughspacexcough) changed the rules for themselves for the upcoming IPO. It's going to be.... ballistic.

What do you mean? If a US company is big enough it ends up on the S&P500 _eventually_. I know index funds don't auto-include IPOs immediately, but eventually they are forced to buy into them.

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

#453

Post by conception »

bnagh wrote: post #257
pertymcpert wrote: post #206

Earlier quoted context omitted.

$400 a month is a lot to you?

For something of the equivalent of surprise Pokemon cards, anything above $0 is too much.

I mean, Pokemon cards aren’t cheap either.

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

#454

Post by ethbr1 »

solumunus wrote: post #448
ethbr1 wrote: post #446

Earlier quoted context omitted.

The same as Google's: use overwhelming funding drown any burgeoning product category with the potential to threaten core profit center. Turn a potential existential competition into (a) maybe I win or (b) I commoditize the market and you can't make money at it either.

An alternative strategy would be to stack insane amounts of cash while every other competitor is blowing theirs, putting you in an incredible position to deploy capital whenever this bubble pops. This seems so much more obvious, to me at least. I think AI is the future but it’s far more likely than not that the current phase of the market is a bubble and unsustainable. What even has Meta produced with all this AI spe…

That's a big risk for any market with first mover advantage / network effects.

How'd Microsoft's mobile efforts go?

Sometimes the lead quickly becomes insurmountable, so if you're sitting on a cash flow machine it's not a terrible idea to at least keep pace with new markets.

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

#455

Post by skeegan »

simonw wrote: post #210
ratakh wrote: post #198

Earlier quoted context omitted.

[flagged]

I spent $200/month on subscriptions last month ($100 each to Anthropic and OpenAI) and the API cost version of my token spend was $2,100 - and if I'd been on the "Enterprise" plans my company would have had to pay the full price, not the subscription discount: https://simonwillison.net/2026/May/27/product-market-fit/#en... I agree that $400/month is a HUGE amount, but there might be a path to that.

[flagged]

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

#456

Post by solumunus »

ethbr1 wrote: post #454
solumunus wrote: post #448

Earlier quoted context omitted.

An alternative strategy would be to stack insane amounts of cash while every other competitor is blowing theirs, putting you in an incredible position to deploy capital whenever this bubble pops. This seems so much more obvious, to me at least. I think AI is the future but it’s far more likely than not that the current phase of the market is a bubble and unsustainable. What even has Meta produced with all this AI spe…

That's a big risk for any market with first mover advantage / network effects. How'd Microsoft's mobile efforts go? Sometimes the lead quickly becomes insurmountable, so if you're sitting on a cash flow machine it's not a terrible idea to at least keep pace with new markets.

What is the risk for Meta? They will continue to be a social media company that prints money regardless. I'm arguing that they NEVER need to join the AI market, not try and jump in late.

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

#457

Post by waterTanuki »

bnagh wrote: post #255
waterTanuki wrote: post #209

Earlier quoted context omitted.

You're not factoring in enterprise contracts which will probably be more per dev per month

That is more than offset by the fact that most software devs have no accounts, half have maybe OpenAI or Deepseek or Gemini accounts.

where is your data sourced from?

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

#458

Post by skeegan »

simonw wrote: post #210
ratakh wrote: post #198

Earlier quoted context omitted.

[flagged]

I spent $200/month on subscriptions last month ($100 each to Anthropic and OpenAI) and the API cost version of my token spend was $2,100 - and if I'd been on the "Enterprise" plans my company would have had to pay the full price, not the subscription discount: https://simonwillison.net/2026/May/27/product-market-fit/#en... I agree that $400/month is a HUGE amount, but there might be a path to that.

[flagged]
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