Seems pretty clear Claude is winning this AI race
Anthropic’s valuation now hovers at around $1 trillion on Forge Global, a leading private marketplace exchange, its CEO Kelly Rodriques told Business Insider. OpenAI’s valuation on the platform is $880 billion, a slight uptick from its March funding round.
Since Anthropic and OpenAI are not yet public companies, the vast majority of investors are forced to buy via secondary markets, with existing stock in the companies sold by current or former employees or early investors. Neither company responded to a request for comment.
One Anthropic shareholder recently offered to unload shares at a $1.15 trillion valuation, according to Ken Sawyer, cofounder and managing partner at Saints Capital, a venture secondary firm.
A “very well known growth fund” offered to buy Anthropic shares at a $1.05 trillion valuation, Jesse Leimgruber, founder of OpenHome, posted on X this week.
“Absolutely wild,” he said.
Some interested buyers have gotten more creative, offering to sell their home in exchange for Anthropic shares at a valuation above $800 billion.
Huh? They are the best quality delivered by any Commercial AI company. Are you confusing compainies who provide AI as their service with what the actual AI bubble is? The AI bubble is built off companies making promises of what they can provide using AI. They are the ones who cannot deliver. Anthropic is the best performing AI service on the market. They wont cause the AI bubble or its eventual burst. They aren’t valued by what their consumers arent able to provide. Anthropics valuation is based off its own intrinsic factors which is affected by the state of the bubble and again not the cause or blame.
By delivery I meant profit. Return on investment.
I don’t have any doubt that the profit will come soon. Virtually every CEO is pressuring their employees to use AI as much as possible. Anthropic just has to crank up their prices to 11 and companies won’t really have a choice but to pay since they will have become so reliant on AI
They already cranked their prices up to 11. You run out of tokens really fast lately.
If you think that subscription is cranking up prices to 11, try API. You’re gonna burn 100€ in like an hour easily with not too heavy of a workload.
I feel like you’re not grasping just how much money they have to make to justify a trillion dollar valuation. They could make a billion dollars every single year for 2 human lifetimes and still not live up to the hype.
What is Anthropic’s product useful for, if all of their downstream users are incapable of delivering a product using it?