[dead]

I don't see how Anthro is worth 15x( Gemini estimates based off WSJ source )as much as Deepseek( 76 billion) .

If anything is going to pull the rug out, it's going to be a model from Deepseek or another Chinese lab. I'll admit I'm very uncomfortable with so much of our economy riding on AI hype.

To be fair to China, if AI is really this revolutionary technology, they need to be able to have home grown peers.

Every nation ( or bloc of nations) needs alternatives to American tech.

Anthropic intends to rule humanity with its ASI. Perhaps this is the optimal outcome, as there are many problems AI could fix that it wouldn't be able to as efficiently without eliminating the human bottlenecks which caused those issues, but I fear the more financially powerful it gets, the fewer checks there will be on any misalignment.

A trillion in debt and no profit. It ain’t worth a trillion. It has no moat and no guarantee of future revenue. It doesn’t own anything.

50b would be a fair valuation.

Perhaps $50B would be a fair valuation to aim for?

Imagine that - 50 (fifty) times more than an average unicorn start-up!

Something they could be very proud of, and many if not all employees would become multi-hundred-thousandaires practically overnight!

[flagged]