Comment by dude250711
1 day ago
Perhaps $50B would be a fair valuation to aim for?
Imagine that - 50 (fifty) times more than an average unicorn start-up!
Something they could be very proud of, and many if not all employees would become multi-hundred-thousandaires practically overnight!
Reportedly Anthropic's ARR is $80B and gross margin 85%, so $50B sounds low.
Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026.
Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.
No