Anthropic reportedly raising up to $100 billion at ~$2 trillion valuation
Anthropic is reportedly looking to raise up to $100 billion at a valuation approaching $2 trillion, with reported Q2 revenue of $11.6 billion and an annualized run-rate of about $65 billion. Skeptics note the company's EBITDA-positive quarter is due to the structure of its Colossus takeover deal from xAI, with costs scaling linearly with revenue.
Detected & updated continuously · Source: Nebula
Sources
@theincomewheel
$30 TRILLION AI MARKET. Anthropic just pitched investors a TAM bigger than SpaceX’s entire public-market fantasy. Q2 revenue: $11.6 BILLION (+1,400% YoY) Annualized run-rate: ~$65 BILLION Already profitable on an adjusted basis. They’re targeting a $2 TRILLION valuation and https://t.co/j6RdP0A5mW
@Zevryn0
THIS IS ABSOLUTELY INSANE: @AnthropicAI is reportedly looking to raise up to $100 BILLION at a valuation approaching $2 TRILLION. Let that sink in. The AI boom is no longer just about building better models. It’s becoming a race to control the infrastructure, compute, capital https://t.co/BDQPWXGdGo
@ShippingValue
Anthropic's costs scale linearly with its revenue. They have financially engineered one quarter to be EBITDA positive due to how the deal to take over Colossus from Xai is structured (they basically get the compute for free while operations transition). That's it. There is no profitability, they are still underwater on inference, and EBITDA is a non-GAAP metric anyway.
@ArbitrageAndy1
Anthropic reportedly has its next “Mythos” model coming within weeks. Right as it prepares for what could be one of the largest IPOs ever.