Anthrophic raised at $380B valuation (valued ~3x Uber)
My analysis:
a) If you believe Anthrophic’s ARR will grow 3x in FY-27, the current valuation stands strong. But remember current ARR is already $14B+, competition will intensify & burn will rise to manage demand & improvise models.
b) If you look at other AI firms, Anthropic’s valuation looks justified. But current numbers are high because of circular capital injection (amzn/msft invests on anthropic, anthropic uses their infra, amzn/msft integrate anthropic models)
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Satyaki
@satyaki44
02-15
Two days back Anthropic raised Series G of $30B at $380B valuation, raising $60B+ till date. The round was led by GIC and Coatue.
How a 4-year old startup is valued ~3x Uber?
1. Revenue Multiple
A typical SaaS is valued at 5-15x of ARR. For Anthropic the valuation is 27x.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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