Comment by bluecalm
16 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.
I think the very smart people already work at Google and the 40B buys some of the rest.
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 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)