Check the secondaries market ;-)
replyfomo/hype, not revenue. Google's AI business is a profitable business model and training to inference is vertically integrated. Their AI biz did not add 1T to their market cap, despite their much more advantageous position. A 1T valuation for Anthropic makes absolutely no sense.
replyIt also makes no sense to me there are people qualified to participate in these secondary markets who are that stupid, but here we are.
I do know 2 people participating in secondaries, one of them explicitly with Anthropic shares:
I would not consider any of them stupid :-)
replyAnd for participating there, there is not "a qualification that allows you to enter", its other metrics.
If Anthropics valuation makes no sense - fair enough - but why is then OAI evaluation of 850b correct?