Comment by bluecalm
17 hours ago
I find it crazy that Google considers Anthropic to be worth almost 10% of Google itself (350B valuation mentioned in the article). Anthropic gets traction but has no moat, no infrastructure and relatively small team working for it. I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it.
the moat is the tool itself. You understand this after you start using it.
> You understand this after you start using it.
Its just amazing people that people talk about Anthropic and have never used it.
I think the very smart people already work at Google and the 40B buys some of the rest.
> I feel for 40B you can get a lot of very smart people and a lot of very good hardware to outcompete it
Nah, see Meta
IMO: you are correct, which is why the valuation is only 350B and not significantly more.
25% ;)
No, Google's market cap is $4.1T, over 10 times $350B.
They mean Anthropic secondaries are trading at more than a trillion (allegedly)