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Posted by ryanhn 5 hours ago

Anthropic raises $30B in Series G funding at $380B post-money valuation(www.anthropic.com)
188 points | 221 commentspage 2
nradov 3 hours ago|
When will we see the first $1T valuation for a private company? What do you call a herd of 1000 unicorns together?
ben_w 3 hours ago||
> What do you call a herd of 1000 unicorns together?

As millipede, clearly therefore millicorn.

i7l 3 hours ago||
The collective noun for a group of unicorns in AI is known as a hallucination, as in: a hallucination of unicorns.
vanshg 3 hours ago||
We already have: https://www.theguardian.com/science/2026/feb/02/elon-musk-sp...
2OEH8eoCRo0 4 hours ago||
Is everyone competing to steal Google's ad cash-cow? This is the only way these investments make sense.
Hamuko 3 hours ago|
I think the idea is to reduce labor costs by replacing the human workers.
2OEH8eoCRo0 3 hours ago||
I haven't used it to replace workers though, only to replace Google search. My company is pushing copilot but it's only $16/user/mo. Hardly lucrative and no moat.
xvector 3 hours ago||
OTOH my company spends well into the $hundreds/user/day on Claude.
JackSlateur 3 hours ago||
They are insane
Yizahi 3 hours ago||
"Post-money" is the euphemism for the glorious end of capitalism, when we will be paying in corporate scrip, Arasaka-style? :)
sa-code 2 hours ago|
"Post-money valuation is a way of expressing the value of a company after an investment has been made" [1]

[1] https://en.wikipedia.org/wiki/Post-money_valuation

hchak 4 hours ago||
They did say they were going to cover the electricity bills...
bix6 3 hours ago||
> The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.

Looks like major uptake from businesses. But all these articles keep saying there isn’t any actual value creation?

cube00 4 hours ago||
Anthropic is the clear category leader in enterprise AI

Citation needed.

rf15 4 hours ago||
As the clear category leader in HN posting, I agree
dude250711 4 hours ago||
Google has an edge, always a "personal experience" comment about leaving OpenAI/Anthropic in the dust every time new model gets posted.
otterley 4 hours ago|||
It's marketing copy--I wouldn't expect them to say otherwise.
dev_l1x_be 4 hours ago|||
It is quite obviously Microsoft. They use the same (in my dictionary illegal) tactic they did with Teams.
DANmode 4 hours ago|||
Microsoft engineers use their offerings over OpenAI - their partner.

That isn’t nothing.

stonogo 4 hours ago||
It is approximately nothing, since lots of MS engineers use Apple products too.
einsteinx2 1 hour ago|||
Is it nothing though? How many Apple employees do you think use Windows? And how many Anthropic employees do you think use GitHub Copilot? I would assume the answer to both is approximately 0.
DANmode 3 hours ago|||
Apple does pretty well for themselves - are you sure that’s not a positive signal for Anthropic?
techblueberry 4 hours ago|||
I mean, I do think it is true, I’m not sure if this is like fastest toddler in the preschool or whatever.
nimchimpsky 4 hours ago||
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IshKebab 4 hours ago||
Absolutely wild valuation given their lack of a moat isn't it?
bonesss 4 hours ago||
Microsoft is deeply entwined in OpenAI and has obvious reasons to dogfood, yet their people are using Anthropic solutions.

Valuation behemoth OpenAI has been forced by the market to use Anthropic standards a couple times, having no comparable solutions of their own.

… I can see it.

CuriouslyC 4 hours ago||
Anthropic's marketing somehow punches hard. Not sure why, but the stuff they do sticks. Not because the products are great, but because the way they communicate about it gives people the right feeling. They do have legitimately the best coding model now for most tasks, and for narrative prose, but the marketing stuck and people stan'd them even when they were trailing.
zemo 2 hours ago|||
> Anthropic's marketing somehow punches hard. Not sure why

The fish rots from the head and marketing depends on being relatable.

https://www.youtube.com/watch?v=qMAg8_yf9zA

Take a scroll through the comments.

LunaSea 4 hours ago|||
Anthropic develops tools for developers and power users which are the actual people doing the evangelizing and marketing for them.
rconti 4 hours ago|||
It's Web 2.0 all over again. No moat, winner-take-all (economies-of-scale/network-effect). Just have to out-spend everyone else, and then figure out whether it was worth it all after you win.
tyre 4 hours ago|||
Having a cutting edge model that requires tens of billions of dollars to train + a massive concentration of talent and experience + brand + one of, if not the best, coding experiences in Claude Code

These are all moats.

9cb14c1ec0 3 hours ago|||
The moat seems rather small right now. There are 7 different companies represented in the top 10 models on openrouter.
fermentation 4 hours ago||||
Couldn’t their excellent model and coding experience generate another excellent coding CLI tool?
wasmainiac 4 hours ago||||
> tens of billions of dollars to train

Source??

rconti 4 hours ago|||
> cutting edge model that requires tens of billions of dollars to train

seems like there are a lot of those out there these days, and the costs are falling

> a massive concentration of talent and experience

Apparently 3000 employees? There's plenty of talent to be found elsewhere. Plus employees can be hired away.

> brand

meh.

> one of, if not the best, coding experiences

Seems easy enough to replicate, given how quickly they built it.

selfawareMammal 4 hours ago|||
Ain't that for the entire ai field.
hvb2 4 hours ago|||
FOMO, pretty much
Hamuko 4 hours ago|||
They have a moat on hype.
lenerdenator 4 hours ago|||
At least from the software engineer pleb perspective, their moat is that their tools seem to work well more often than not. I wasn't comfortable with the idea of using GitHub CoPilot as our GenAI solution at work, and apparently that was a widespread feeling, because we switched to Claude Code, and it's been a relatively smooth transition from manual coding to GenAI agentic loops.
andrewmcwatters 4 hours ago|||
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nimchimpsky 4 hours ago||
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verdverm 5 hours ago|
it's crazy that Google is spending something like 4x this in a year just for capex

wonder how much of that $30B will make it their way and pay that down

verdverm 2 hours ago|
has me wondering if Anthropic is one of those confidential TPU buyers
simianwords 1 hour ago||
likely because Google has stake in Anthropic