Anthropic IPO Valuation Talks Drop to $1.3T as Major Investors Balk

Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by Sankozi on Saturday November 07, 2026 @02:21AM (#50402406)

Why only a handfull? There can be (maybe already are) hundreds of LLM API providers.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by ilovecake1984 on Saturday November 07, 2026 @04:58AM (#50403142)

There’s no way to make that economic.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by Sankozi on Saturday November 07, 2026 @07:23AM (#50403939)

There are already 80 providers on Openrouter.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by unrented7977 on Saturday November 07, 2026 @09:39AM (#50404941)

And that isn't sustainable. The market will collapse into a small number of players, in exactly the same way that literally every other market has.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by ishouldnotbutk8 on Saturday November 07, 2026 @09:56AM (#50405085)

Are you sure you're not mixing up companies training their own frontier-ish models with companies providing hosted LLM API? For a close comparison, VPS hosting provider market did not collapse to a small number of players - few companies dominate the market (AWS, GCP), but there are thousands (or tens of thousands) of medium and small players available.

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