It is said that Anthropic @AnthropicAI will go public in October, with a valuation of $2 trillion—possibly the largest IPO in SpaceX’s history.
The company was founded five years ago and its market value is already 50% higher than the entire $BTC , almost matching the total of the global crypto market—so you’d better not complain it’s expensive and that there’s no discount.
Moreover, Anthropic’s May H-round valuation was $96.5 billion, corresponding to $47 billion ARR, with a P/S around a little over 20x;
now, the expectation for end-of-year ARR is $100–$120 billion, and after dividing $2 trillion valuation by that, it’s still 20x.
So in effect, the valuation doubled while the multiple didn’t change—the performance caught up.
I’m really envious—when will it be our turn in the crypto world to get a taste?
No choice though—A÷ is still truly far ahead with a gap right now, hoping DeepSeek can catch up and surpass soon.🥹
The company was founded five years ago and its market value is already 50% higher than the entire $BTC , almost matching the total of the global crypto market—so you’d better not complain it’s expensive and that there’s no discount.
Moreover, Anthropic’s May H-round valuation was $96.5 billion, corresponding to $47 billion ARR, with a P/S around a little over 20x;
now, the expectation for end-of-year ARR is $100–$120 billion, and after dividing $2 trillion valuation by that, it’s still 20x.
So in effect, the valuation doubled while the multiple didn’t change—the performance caught up.
I’m really envious—when will it be our turn in the crypto world to get a taste?
No choice though—A÷ is still truly far ahead with a gap right now, hoping DeepSeek can catch up and surpass soon.🥹