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Comments (273)
- reenorapHow 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.
- nadis> "It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years."Wild although not entirely surprising. Congrats, Anthropic.
- simonwThose growth stats for Claude Code are pretty wild:> Claude Code was made available to the general public in May 2025. Today, Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026. The number of weekly active Claude Code users has also doubled since January 1 [six weeks ago].Doubling both annual run-rate revenue and weekly active users in the first six weeks of this year!
- rhrtahGoldman Sachs recently stoked fear about software stocks due to claimed AI competition.What if their strategy is this: slowly drive down software stocks, keep talking about AI, buy the downward market. Then cash in on the IPOs of OpenAI and Anthropic.Then let OpenAI and Anthropic implode. Goldman Sachs had no problems underwriting webvan at the end of 1999, which then imploded in 2000.Anyway, I just valued my dog at $1 billion post-money. You can buy it at pets.com.
- criddellI wonder how good it is for companies to be allowed to grow so big and still be private? Would it makes sense to require any company with more than a billion dollar valuation to be subject to all the same SEC requirements that public companies are? Could companies be blocked from raising money once the reach a crazy valuation like $1 billion?
- modeless$14B revenue run rate is the interesting number here.
- saagarjhaKind of amusing that there is basically no mention of their original mission at all here.
- destSoon we will lack letters for funding rounds!
- rickcarlinoI did a search for a nations GDP to compare that to. That’s Chile, I think.
- matt3210Oh dang, no wonder they’re auto coding so much garbage in public (crap c compiler, crap browser, crap salesforce).
- __mharrison__Great, they can pay me the $60k they owe me for pirating my books...
- nradovWhen will we see the first $1T valuation for a private company? What do you call a herd of 1000 unicorns together?
- SoftTalkerAnnoyed parent voice: What happened to the $13 billion I gave you 4 months ago?
- 2OEH8eoCRo0Is everyone competing to steal Google's ad cash-cow? This is the only way these investments make sense.
- xvectorHow are they not overvalued? At some point OSS will be sufficient for most businesses, what then?
- IshKebabAbsolutely wild valuation given their lack of a moat isn't it?
- bilsbieIs this a fair valuation?
- hchakThey did say they were going to cover the electricity bills...
- bix6> The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.Looks like major uptake from businesses. But all these articles keep saying there isn’t any actual value creation?
- gigatexal380? Weren’t they talking numbers like 500B? Isn’t this a bad sign?
- TacticalCoderThese scammers from FTX did put $500 million in Anthropic early on, for about 14% of the company. Later on this was diluted to 8%.8% of a $380 billion valuation would be a cool 30 billion which I think would have covered the entirety of the fraud and left money for SBF and its friends.But thankfully around June 2024, the clawback of stolen funds by FTX had its Anthropic shares sold for about $450 million.I'm glad to know SBF and its scammers friends are going to see exactly jack fucking shit of that money.
- verdvermit's crazy that Google is spending something like 4x this in a year just for capexwonder how much of that $30B will make it their way and pay that down
- Yizahi"Post-money" is the euphemism for the glorious end of capitalism, when we will be paying in corporate scrip, Arasaka-style? :)
- cube00Anthropic is the clear category leader in enterprise AICitation needed.