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$30B to pace the frontier
That's only 1/5 of NVDA announced stock buyback.
"We only need a few more billions to ensure humanities extinction. Which we really really don't want to do. But please give us the money anyway otherwise Jensen may decide he loves Anthropic more."
To keep raising money at this point, after all the money already raised and ahead of a seemingly imminent IPO should tell everyone everything they need to know about the state of their finances. I can’t wait to read OpenAI and Anthropic’s S1s.
I made a bet with a guy on HN that the market value of OpenAI + Anthropic would get to at least 2.5T by 2027. I think I'm on track to winning.

https://news.ycombinator.com/item?id=48517353

"Market value" so that's after they IPO then? Because before the IPO, and even for a while after, they're simply making up numbers.
I predict that Anthropic will have a 5T market cap by Jan 1, 2028.
$100b of annualized profits at a 50x P/E ratio?

I think that's possible if Anthropic manages to ban open-weight models in the US. If they can't manage that, I don't yet see how they will reach profitability ...

I bet they are bankrupt by then & the executive team is in jail.