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...
It feels a bit unreasonable to me. Anthropic is arguably comparable to Google's Gemini program. Is Gemini 10% of Alphabet's value? If so, how much of that is because of its ability to consume and interact with things like YouTube and Workspaces?
I could see two or three percent, but this seems like a pretty big stretch. Then again, I'm not a VC.
Don't those cost like $400,000 a piece to outfit, though? I mean this with tremendous respect because I think they're the only ones doing it "right," I feel like Waymo is kind of 'bruteforcing' autonomous driving using money. There's an inherent limit to the impact of a technology (and thus its long-term value) based on its cost, and even stipulating that Waymo has solved it in general, I think a valuation should be contingent on a roadmap which shows how it's going to scale out -- this seems like an as-yet unsolved problem until someone shows how to combine the reliability of the tech-heavy Waymo system with the price tag of a Tesla.