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Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 2 comments | 02 Sep 25 16:04 UTC | HN request time: 0.005s | source
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duxup ◴[02 Sep 25 16:12 UTC] No.45105028[source]▶
These numbers seem made up at times / difficult to comprehend what they expect is happening ...
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aaronblohowiak ◴[02 Sep 25 16:24 UTC] No.45105228[source]▶
alphabet is "worth" 2.45 trillion on the public market, is anthropic worth a bit less than 10% of google going forward? I don't think that's entirely unreasonable...
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StopDisinfo910 ◴[02 Sep 25 16:34 UTC] No.45105405[source]▶
Alphabet 2024 revenue: 350 billions dollars Anthropic 2024 revenue: 1 billion dollars

Unreasonable doesn’t even start to capture it. Anthropic being worth 10% of Alphabet is beyond insane.

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1. nostrademons ◴[02 Sep 25 16:51 UTC] No.45105683[source]▶
I thought the same when choosing to invest in Intel rather than NVidia in 2022. At the time, Intel was worth $310B while NVidia was worth $650B, yet Intel's revenue was $80B/year while NVidia's was $25B. I was like "There's no way I'm paying 2x the price for 1/3 the revenue." Now, NVidia is worth $4T (a return of roughly 7x) on revenue of $165B, and Intel is worth $105B (a return of roughly -66%) on revenue of $53B.

Investors are forward looking, and market conditions can change abruptly. If Anthropic actually displaces Google, it's amazingly cheap at 10% of Alphabet's market cap. (Ironically, I even knew that NVidia was displacing Intel at the time I invested, but figured that the magnitude of the transition couldn't possibly be worth the price differential. News flash: companies can go to zero, and be completely replaced by others, and when that happens their market caps just swap.)

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2. Printerisreal ◴[02 Sep 25 17:33 UTC] No.45106341[source]▶
Investors are forward looking, except when it's micron in 2000.

Anthropic have several similiar competitors with actual real distribution and tech. Ones that can go 10x are underdogs like Google before IPO or Amazon, or Shopify etc. Anthropic current stock is beyond that. Investors no longer give any big opp. to public. They gain it via private funding