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A comment on Anthropic raises $30B in Series G funding at $380B post-money valuation. Parent comment

Re:Anthropic raises $30B in Series G funding at $380B post-m... by alwillis on Thursday February 12, 2026 @05:25PM (#46996166)
> It’s an impossible war and all these investors are throwing their money into a bottomless insatiable pit of money.

Anthropic went from zero to $14 billion in revenue in less than 3 years, growing at 10x per year.

That's what they're investing in.

Also Anthropic seems laser-focused, unlike some of their competitors who are throwing stuff against the wall to see what sticks.

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Re:Anthropic raises $30B in Series G funding at $380B post-m... by Insanity on Thursday February 12, 2026 @05:26PM (#46996181)
Revenue, but what about profit? Google can be cash positive but I’m not sure Anthropic can be the same.
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Re:Anthropic raises $30B in Series G funding at $380B post-m... by 2sdd on Friday February 13, 2026 @10:36AM (#47003877)
Also the switching cost. If its negligible theres no reason for Anthropic to be considered a going-concern in the long term. So its valuation makes no sense from a DCF basis unless you are expecting a liquidation in future. But even then, the liquidation value still doesn't justify its valuation today.
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Re:Anthropic raises $30B in Series G funding at $380B post-m... by alwillis on Monday February 16, 2026 @01:21AM (#47031520)
What about it?

It took Twitter 10 years before it was profitable [1]. I'd guess that Anthropic will be one of the companies left standing when it's all said and done, assuming nothing catastrophic happens.

[1]: https://en.wikipedia.org/wiki/Twitter,_Inc.#Funding

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Re:Anthropic raises $30B in Series G funding at $380B post-m... by avisser on Tuesday February 17, 2026 @09:26AM (#47047835)
I did the math. Twitter was down $1.3 billion over 10 years.

Anthropic lost $5.2 billion last year. So they are 40x better at spending investor money than Twitter.

Hard to call Twitter the archetype for Anthropic.

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