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@cryptorand
Absolutely wild
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@KobeissiLetterposted on X
BREAKING: Anthropic is considering a new funding round that would value the company at more than $900 billion. This would make Anthropic even more valuable than OpenAI.
View original tweet on X →
Community Sentiment Analysis
Real-time analysis of public opinion and engagement
Sentiment Distribution
73% Engaged
48% Positive
25% Negative
Positive
48%
Negative
25%
Neutral
27%
Key Takeaways
What the community is saying — both sides
Supporting
1
Claude is superior
to GPT/Gemini and Anthropic is “a major disruptor” that deserves its sky-high valuation.
2
valuation is the product now
secondary market markups and huge round sizes are driving public perception more than day-to-day product launches.
3
revenue tripling to $30B+
are cited as proof this is not pure narrative.
4
scale, compute and capital
big commitments from Google and AWS and massive compute pools are the decisive levers.
5
OpenAI is losing its edge
or becoming obsolete.
6
the largest wealth creation event
of the decade is happening “with the door closed.”
7
bubble territory
claims pop up frequently, with repeated calls that at these prices execution, profitability and sustained earnings must follow.
Opposing
1
Valuation is absurd and likely fabricated
replies call $900B “cooked,” “fake” and question the math and methods — “who is doing the valuations,” “assigning value based on the wrong thing.”
2
This is a speculative AI bubble
many warn the market is driven by hype, comparing valuations to a religion and urging caution as prices disconnect from fundamentals.
3
Expect a dramatic crash at IPO or lockup
several predict an “epic” collapse when insiders can sell, warning investors to “jump off when the music stops.”
4
No clear path to profitability — burning cash
comments stress Anthropic is “burning cash at scale,” can’t yet make profits, and could face bankruptcy if trends continue.
5
Market is pricing impossible monopoly outcomes
critics point out the irrationality of valuing multiple firms as if each will dominate the world — “mathematically impossible.”
6
Money printing and speculative capital are inflating prices
replies frame valuations as the result of easy money and a “casino” mentality — memes about making every IPO $1T and “just print the money.”
7
Product and cultural critiques undermine the hype
users mock Claude’s usability (“argues about opening a file”), call the product “trash,” or attack the company culturally (“woke”), saying these issues don’t justify sky-high valuations.
Top Reactions
Most popular replies, ranked by engagement
D
@DrStopLoss
We are now valuing AI labs like they already own 3 continents and a private moon.
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755
O
@orvainhq
OpenAI, SpaceX, Anthropic. Three private companies. $4.6T combined. None of them tradeable. The largest wealth creation event of the decade is happening with the door closed.
16
1
1.2K
D
@denis_insider
lol the AI bubble is getting absolutely ridiculous 900 billion? and they're still burning through cash like crazy
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560
I
@ishuagra02
Anthropic valued itself at $380 billion 2 months ago. Where is it getting the $500 billion from?
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115
D
@danslabimee
Also claude is way more efficient than gpt.
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