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These numbers seem made up at times / difficult to comprehend what they expect is happening ...
by duxup 1y ago
These numbers seem made up at times / difficult to comprehend what they expect is happening ...
- chpatrick 1y agoDepends on if you think we're at the end of AI development or the beginning.
- Rebuff5007 1y agoProbably because they are made up, and no one is able to comprehend what is happening.
- isoprophlex 1y agoIt's a post-money valuation, so that suggests the money involved has transcended beyond actual moneyness into some other post-meaningful realm.
- saberience 1y agoPost-money just means you add the value of the actual investment into the valuation. E.g. The pre-money valuation would be 183B - 13B. i.e. pre-money valuation would be 170B
- aroman 1y agoI think you missed their joke :)
- saberience 1y agoOr the joke was so bad and non-obvious that their comment just reads like someone who has no idea what "post-money" actually means :)
- AlienRobot 1y agoStep 1: burn billions of dollars. Step 2: achieve AGI. Step 3: ? Step 4: transcend money.
- perks_12 1y agoLook at this post: https://x.com/NicoleSHsing/status/1961505968782774778 https://x.com/NicoleSHsing/status/1961505968782774778 We're in a VC bubble; any project that mentions AI gets tons of money.
- seneca 1y agoThat genuinely feels like satire. I guess the beauty of good satire is that it borders on reality. The Juicero of the AI era.
- koakuma-chan 1y agoWhat's wrong with that post?
- edm0nd 1y agoits some GPT wrapper app that has 100 downloads. also if your founder has to use dozens of buzzwords when asked to describe what their app does and that still doesn't even explain it, its obviously just bs. "Arcarae’s mission is to help humanity remember and unlock the power each individual holds within themself so they can bring into reality their unique, authentic expression of self without fear or compromise. Our research endeavors are designed to support this mission via computationally modeling higher-order cognition and subjective internal world models." lol
- koakuma-chan 1y ago> lol What do you mean lol? Isn't that awesome? Feel free to share if you think that isn't awesome. I personally don't think there is enough information here to tell if that is awesome or satire, but it is interesting how usually things like this are considered awesome, but this particular one is deemed satire.
- beAbU 1y agoThe post borders on turbo encabulatoe levels of insanity. It makes zero sense. What does the product do?
- aaronblohowiak 1y agoalphabet 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...
- potatoproduct 1y agoSounds hugely unreasonable. At 1% I might've believed you.
- StopDisinfo910 1y agoAlphabet 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.
- charcircuit 1y agoThe valuation is not based solely on last year's revenue. Revenue doesn't really matter at this point.
- StopDisinfo910 1y agoAnthropic competes solely in one of Alphabet multiple markets and that’s a market where Google already has a compelling competitive offer. This valuation gap doesn’t make any sense to me.
- y0eswddl 1y agoAnd that's not even looking at profits vs valuation...
- YetAnotherNick 1y ago> The company said its run-rate revenue has increased from around $1 billion at the beginning of 2025, to more than $5 billion in August. So 10% of valuation for 1.5% of revenue, which grew 5x in last 6 months. Doesn't seem as unrealistic as you put it, if it has good gross margin which some expects to be 60%. Also Google was valued at $350B when it had $5B revenue.[1] [1]: https://companiesmarketcap.com/alphabet-google/marketcap/ https://companiesmarketcap.com/alphabet-google/marketcap/
- paulpauper 1y agoPeople said the same about Open AI in 2023, only valued at $30 billion at the time, and then seemingly overnight Chat GPT become a major commercial product rivaling Google. Or Tesla valuations in 2019. It went from a niche brand to Teslas everywhere after Covid. These VCs are not as irrational as commonly assumed. They know if a product gains critical mass , it can become everything.
- duxup 1y agoI'm not sure a couple successes makes sense of these numbers.
- lm28469 1y agoIt's still bleeding money with no profitability in sight, niche product or household name
- paulpauper 1y agosame again for Amazon, Tesla, Uber and others. Then they began making billions. Anthropic is not a niche anymore though. Same for Chat GPT.
- lm28469 1y agoAre they the exceptions or the rules, that's the question.
- Zigurd 1y agoThat's a pretty random selection. Amazon makes money. Uber is clawed their way back from the pit of doom of not having a viable business model and being led by a jackass. Tesla is a meme stock. At best these examples tell us nothing.
- anthem2025 1y agoAre you really trying to argue Tesla is fairly valued? In 2025? When their sales have nosedived, new products have flopped, their CEO is the most disliked man in America, and their self driving still requires someone in the car at all times? Tesla is a GameStop level meme stock.
- tinyhouse 1y agoThis is the fastest-growing company by revenue, jumping from $1B to $3B in just five months. Hitting $10B is only a matter of time, which would put its valuation at a reasonable ~18x sales multiple. It doesn't even matter where we are in the AI hype cycle - AI adoption will keep increasing, it's not even a question at this point. From a technical perspective, they manage to attract top talent - Google / OpenAI lose a lot of good people to Anthropic. This is important since there are few people who can transform a business (e.g., the guy who built Claude Code). Being attractive for top talent means you're more likely stumble upon them.
- miltonlost 1y agoMy baby grew from 9 pounds to 18 pounds in a 3 months! Hitting 10000 lbs is only a matter of time.
- aqme28 1y agoI thought ~20x or so was a good baseline earnings multiple. I have no idea what makes sense as a revenue multiple but I bet it would be a lot lower than that. Edit: After looking it up, normal P/Sales ratios are on the order of about 1. They vary from like .2 to 8 depending on industry.
- tinyhouse 1y agoYou should check a few software companies that are publicly traded. Figma for example is at P/S ~38 multiple currently. Google at 6.8. If Anthropic would've done an IPO today they would probably be at ~100 given where Figma is.