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Claude's launch of Opus 4.6 this morning has once again shocked the world.
Polymarket data shows that the market believes the probability of Anthropic exceeding a $500 billion valuation this year has more than doubled from 40% at the beginning of the year to 83%.
This new model has once again amazed the world, further enhancing the sophistication of AI's capabilities.
This reminds me of SBF's investment in Anthropic...
In 2021, SBF invested $500 million through FTX subsidiary Alameda Research, acquiring approximately 8% of Anthropic's shares.
The latest valuation has reached $350 billion.
Therefore, an 8% stake in Anthropic is currently worth $12-15 billion.
SBF's initial $500 million investment almost became one of the most successful investments in AI history.
katexbt.hl
@katexbt
02-06
It's over.
It's literally over.
Weeks, not years, are running out for the average PM and medior. x.com/claudeai/statu…
SBF is really good at investing 😂, what a pity about that guy.
What a pity for that scoundrel... it's really...
Currently, 4% of public commits on GitHub are written by Claude Code.
Dylan Patel
@dylan522p
02-06
4% of GitHub public commits are being authored by Claude Code right now.
At the current trajectory, we believe that Claude Code will be 20%+ of all daily commits by the end of 2026.
While you blinked, AI consumed all of software development.
Read more 👇 https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point…
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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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