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Anthropic is a $1T company in the making (by 2030), already raised their last round at ~$200B valuation. Do you really think Amazon can acquire them? They alrea
by tinyhouse 10mo ago
Anthropic is a $1T company in the making (by 2030), already raised their last round at ~$200B valuation. Do you really think Amazon can acquire them? They already invested a lot of money in them and probably own at least 20% of Anthropic, which was the smartest thing Jassy did in a while. Not to mention, if Adobe wasn't allowed to buy Figma, do you think Amazon will be allowed to buy Anthropic? No way it's going to be approved.
> I don't see the pure "AI" plays like OpenAI and Anthropic able to survive as independent companies when they are competing against the likes of Google, and with Microsoft and Amazon happy to serve whatever future model comes along.
One thing you're right about - Anthropic isn't surviving - it's thriving. Probably the fastest growing revenue in history.
- raw_anon_1111 10mo agoWell, just to show you a microcosm of what happens when VCs find the bigger fool in the public market when they IPO money losing companies…. https://medium.com/@Arakunrin/the-post-ipo-performance-of-y-combinator-companies-a-mixed-bag-of-success-and-struggle-58e9a4006f01 https://medium.com/@Arakunrin/the-post-ipo-performance-of-y-... > One thing you're right about - Anthropic isn't surviving - it's thriving. Probably the fastest growing revenue in history. Growing revenue and losing money is not “thriving”
- tinyhouse 10mo agoMost companies will much rather have the problem of becoming profitable given amazing revenue growth than the problem of not having growth but being profitable. (e.g. Dropbox)
- raw_anon_1111 10mo agoBut many of the companies won’t be profitable at all. I’m sure the investors are happy when they find the “bigger fool” after IPO. But someone who invested in the hypothetical “YC Index Fund” wouldn’t be too happy.