(www.anthropic.com)

585 points meetpateltech | 1 comments | 02 Sep 25 16:04 UTC | HN request time: 0s | 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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datadrivenangel ◴[02 Sep 25 16:46 UTC] No.45105612[source]▶

>>45105228 #

It's both insane and not unreasonable. If Anthropic's internal version of Claude Code gets so good that they can recreate all of google's products quickly there's no moat anymore.

If AI is winner take all, then the value is effectively infinite. Obviously insane, but maybe it's winner take most?

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1. SirMaster ◴[02 Sep 25 18:31 UTC] No.45107149[source]▶

>>45105612 #

Is there no moat for previous account and user buy-in?

Convincing billions of users to make a new account and do all their e-mail on a new domain? A new YouTube channel with all new subscribers? Migrate all their google drive and AdSense accounts to another company, etc?

This is trivially simple and creates no moat?

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Anthropic raises $13B Series F