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Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI. (www.businessinsider.com)
submitted 6 months ago by to c/technology@lemmy.world
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Seems pretty clear Claude is winning this AI race

Anthropic's valuation now hovers at around $1 trillion on Forge Global, a leading private marketplace exchange, its CEO Kelly Rodriques told Business Insider. OpenAI's valuation on the platform is $880 billion, a slight uptick from its March funding round.

Since Anthropic and OpenAI are not yet public companies, the vast majority of investors are forced to buy via secondary markets, with existing stock in the companies sold by current or former employees or early investors. Neither company responded to a request for comment.

One Anthropic shareholder recently offered to unload shares at a $1.15 trillion valuation, according to Ken Sawyer, cofounder and managing partner at Saints Capital, a venture secondary firm.

A "very well known growth fund" offered to buy Anthropic shares at a $1.05 trillion valuation, Jesse Leimgruber, founder of OpenHome, posted on X this week.

"Absolutely wild," he said.

Some interested buyers have gotten more creative, offering to sell their home in exchange for Anthropic shares at a valuation above $800 billion.

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[–] [S] 1 point 6 months ago (2 children)

what do you mean? at the moment Anthropic is profitable and desperate for more compute, they are crashing all the time from too much demand and have had to take away so many features from their plans due to crashing their servers from heavy demand:

After speculation and frustration spread, Anthropic’s head of growth, Amol Avasare, took to social media to clarify that this was a “small test on ~2% of new prosumer signups.” As for the reasoning, he explained:

When we launched Max a year ago, it didn’t include Claude Code, Cowork didn’t exist, and agents that run for hours weren’t a thing. Max was designed for heavy chat usage, that’s it.

Since then, we bundled Claude Code into Max and it took off after Opus 4. Cowork landed.

Long-running async agents are now everyday workflows. The way people actually use a Claude subscription has changed fundamentally. Engagement per subscriber is way up.

We’ve made small adjustments along the way (weekly caps, tighter limits at peak), but usage has changed a lot and our current plans weren’t built for this.

So we’re looking at different options to keep delivering a great experience for users.

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  • [–] 10 points 6 months ago (1 child)

    They are not making money on any monthly plan users except people paying for enterprise per token. The entire thing is built on the hope that businesses will continually spend huge amounts of money on it forever.

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  • [–] [S] -3 points 6 months ago

    At the moment they have no reason to doubt that

    Mistral’s revenues soar over $400mn as Europe seeks AI independence

    https://www.ft.com/content/664249e7-e8d5-4425-b397-ad3ed590b305?syn-25a6b1a6=1

    And Mistral appears to be 6 months to a year behind Claude which in the AI race is a fucking eternity

    Anthropic's annualized revenue run rate has reached $14 billion, according to the company's own announcement. The company says this figure has grown more than 10x annually for the past three years. That kind of growth from a company earning the bulk of its revenue from business customers, not consumer subscriptions, is unusual.

    The enterprise numbers tell a more specific story. Over 500 customers now spend at least $1 million per year on Claude, up from a dozen just two years ago. Customers spending more than $100,000 annually have grown sevenfold in the past 12 months. And eight of the Fortune 10 are now Claude customers. Axios noted that 1 in 5 businesses using Ramp now pay for Anthropic, up from 1 in 25 a year ago, and about 79% of OpenAI's paying users also pay for Anthropic, suggesting the market isn't zero-sum.

    https://www.forbes.com/sites/jonmarkman/2026/02/13/anthropic-the-380-billion-powerhouse-hiding-in-plain-sight/

    The numbers are staggering

    At my workplace which is extremely tepid and slow moving, they initially rolled out Microsoft Copilot much to the hate of everyone who knows about AI

    The developers have been demanding Claude and they're doing a very slow roll out of it which is amazing in itself, who would have thought they could roll out anything that isn't Microsuck Dogshit Premium Pro 365

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