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

anthropic.com

461–470 of 476 posts

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

#461
Throw in my 20 and we are almost at AGI boys... Wemade it...

Artificially Generated Income for AI mills..

VC funded companies selling tokens to other VC funded companies funded by the same VC who are funding their competitor companies to buy more tokens with this VC funded money. And then VCs use the graph with line go up to pressure other VCs to invest and pressure other companies to in invest in this VC back scratching 69ing mess...

I have seen numbers from almost 10 VC companies which burn over 1M USD of AI Tokens every year at the current run rate that don't even have 1M in revenues...

What even is this... These are just companies I know.

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

#462

Earlier quoted context omitted.

If employees get stock options and decide to exercise on exit, they count against the 500 unaccredited investor limit that would trigger reporting requirements. So companies that issue stock options do have an outside risk that enough employees will exit, exercise their stock options, and trigger a reporting requirement.

yeah, that's why those companies tend to offer liquidity strategically to lower their employee investor count

if an employee exercise options (but stays at the company) does that still count as one of 1000?

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

#463
post #434
post #402

Earlier quoted context omitted.

Google definitely benefited from being able to push Chrome on the homepage, but it was also a bit of a layup given every other browser completely sucked at the time. Chrome said that browsing the Internet didn't have to be slow and caught MS+Mozilla with their pants down. Safari is still working on pulling theirs back up.

> Safari is still working on pulling theirs back up. not sure about this take, given that chrome‘s rendering engine was famously based on Safari‘s - WebKit - before they forked it (Blink). V8 was indeed faster than Safari‘s JS engine at the time. However, today, Safari is objectively faster in both rendering (WK) and JS performance (JSCore).

They caught up in performance but failed at what Apple was historically good at, vertical integration. Safari still sucks, and nobody talks about it because nobody uses it.

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

#464
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post #22

Earlier quoted context omitted.

What was their original mission? My sense is that startup mission statements are ~meaningless. Builders try to build great things that lots of other people will find valuable.

>What was their original mission? Beat OpenAI. The Founders came from OpenAI so there was obviously some disagreement about the direction there or they simply wanted more control.

Google will beat OpenAI on general AI. Anthropic have wisely leaned into the thing they're best at, which is coding.

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

#465

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.

Investors still pretend AI is a winner-takes all. The one magic model that will rule all the others forever and ever and gain all the marketshare.

In reality LLMs have proven to be a commodity. Today OpenAI is ahead, tomorrow Anthropic, the next day Gemini and vice versa. Many others, if Qwen or Deepseek are at it's toes and for the majority of people if used unbranded wouldn't even be discernable in difference. Price will dictate who wins. And that is a commodity product.

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

#466
post #165

Earlier quoted context omitted.

That doesn’t make sense at all. The raison d’être of SEC is to protect regular mom-and-pop investors. A private company just doesn’t allow anyone to invest in them. Why should SEC rules apply? On what legal basis can you force a private company to divulge its financial details? Would you be happy if you, as an individual, have to divulge your account statements if your own net wealth reaches one million?

It's a corporation, it exists at society's leisure. It might be necessary to create a legal basis, but it's just a matter of doing it. If the owners don't like it they can dissolve it.

> It might be necessary to create a legal basis, but it's just a matter of doing it

Tell me you don't know anything about the law without telling me

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

#467

Earlier quoted context omitted.

> 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.

What about it?

It took Twitter 10 years before it was profitable [1]. I'd guess that Anthropic will be one of the companies left standing when it's all said and done, assuming nothing catastrophic happens.

[1]: https://en.wikipedia.org/wiki/Twitter,_Inc.#Funding

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

#468

Earlier quoted context omitted.

yeah, that's why those companies tend to offer liquidity strategically to lower their employee investor count

if an employee exercise options (but stays at the company) does that still count as one of 1000?

yes, the company has to manage it and hope certain things happen if they want to stay private

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

#470
post #452
post #419

Earlier quoted context omitted.

FB is what it is because of advertising revenue. Google already had a giant advertising business where jettisoning Google+ made no difference to their bottom line.

Plus was an abysmal failure though. Had it succeeded even somewhat, it would have taken some or much of FB's ad coin, and added it to itself. EG, their massive failure is why it meant nothing. The potential market was huge.

We've yet to figure out if AI Chatbots are winner-take-all or not. Let alone if AI in general is.
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