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Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 3 comments | 02 Sep 25 16:04 UTC | HN request time: 0.415s | source
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fancyfredbot ◴[02 Sep 25 20:36 UTC] No.45108682[source]▶
So many negative comments here! The fact that one of the top players in a new market segment with significant growth potential can raise $13B at a 20x revenue valuation is not the bubble indicator you think it is.

It's at least possible that the investment pays off. These investors almost certainly aren't insane or stupid.

We may still be in a bubble, but before you declare money doesn't mean anything any more and start buying put options I'd probably look for more compelling evidence than this.

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1. mateus1 ◴[02 Sep 25 21:05 UTC] No.45109053[source]▶
> These investors almost certainly aren't insane or stupid.

I'm sure this exact sentence was said before every bubble burst.

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2. fancyfredbot ◴[02 Sep 25 21:49 UTC] No.45109559[source]▶
That sounds very cynical and knowing which is obviously great, but not super interesting. Do you think the investors are insane or stupid? Do you think this is a bubble and that it's about to burst? I'm interested to know why.
3. sothatsit ◴[02 Sep 25 21:54 UTC] No.45109616[source]▶
Most investors I've heard talk about the AI bubble have mentioned exactly that they know it is a bubble. They are just playing the game, because there is money to be made before that bubble bursts. And additionally, there is real value in these companies.

I would assume the majority of investors in AI are playing a game of estimating how much more these AI valuations can run before crashing, and whether that crash will matter in the long-run if the growth of these companies lives up to their estimates.