Anthropic Raises $30 Billion at $380 Billion Valuation, Eyes IPO This Year (reuters.com)
- Reference: 0180782822
- News link: https://slashdot.org/story/26/02/12/1931255/anthropic-raises-30-billion-at-380-billion-valuation-eyes-ipo-this-year
- Source link: https://www.reuters.com/technology/anthropic-valued-380-billion-latest-funding-round-2026-02-12/
The San Francisco-based company, founded in 2021 by former OpenAI researchers, now has a $14 billion revenue run rate, about 80% of which comes from enterprise customers. It claims more than 500 customers spending over $1 million a year on its workplace tools. The round includes a portion of the [2]$15 billion commitment from Microsoft and Nvidia announced late last year.
[1] https://www.reuters.com/technology/anthropic-valued-380-billion-latest-funding-round-2026-02-12/
[2] https://slashdot.org/story/25/11/18/1522245/microsoft-nvidia-commit-up-to-15-billion-investment-in-anthropic-as-claude-scales-on-azure
I would be extremely nervous about any AI company (Score:1)
I'm sure as usual the big investors will be protected and taken care of but for everybody else most of the technology is built on publicly available knowledge out of universities that literally anyone can pick up and run with and these companies success is mostly based on whether they can get their data centers up and running and get the employees they need that can implement the University papers describing the theory.
That means until winners and losers get picked there are definitely going to be some
IPO already? (Score:3)
IPO already? Sounds like they're running out of smart money and moving onto the dumb.
Re: (Score:2)
Unless they've managed to improve things internally much faster than it's perceived. They're moving extremely fast.
There's a lot of talk that the Opus 4.6 is really just Sonnet 5 (and behavioral characteristics lend no small amount of credibility to this claim) with much higher margins + intentional token slowdown, which could in theory mean they're now making money per token instead of losing it.
Re: (Score:2)
No, they're expecting the free money to dry up, and the company's value to plummet. If they cash out just before that happens, they maximize their own bank accounts.
This is basically an admission that the bubble is about to burst.
Recent good competition to Claude for coding (Score:3)
Last week I praised Claude code, especially the cli here on slashdot. I still think it's currently the best but it's also the most expensive. But the competition is getting a lot better (and cheaper). I've been using the opencode cli lately with several models: Kimi K2.5, Kimi K2.5 Thinking, OpenCode's Big Pickle, and Qwen3 Coder Next. Using them through OpenCode's Zen service and also OpenRouter (for Qwen3 Coder Next), they are all about 1/2 the cost of Claude's models, maybe less.
Of those I feel that Kimi K2.5 Thinking is probably the closest to Claude Opus 4.6. The rest are quite good at most things, and Qwen3 Coder Next is very fast. Qwen3 Coder Next also has the potential to run on "reasonable" local hardware.
Re: (Score:2)
I think in the next year we'll see some of the open source models catch up with and surpass the closed models in a real way. Even if they get to Opus 4.5/4.6 parity (I personally think 4.5 is markedly more predictable in its behavior and makes a better "daily driver" than 4.6), that's still more than good enough to daily drive for almost all tasks. Tools like opencode make agent-specific models not only tenable but practical, to boot.
This is still fairly early stage. You've got to run things at scale and se
Updated Schedule (Score:2)
January: Superbowl Ads
June: IPOs
November: Aaaand it's gone.
Re: (Score:2)
Usually an IPO gives a cash burning startup enough money to stay afloat for at least a year. Although, with the way Open AI is burning through cash building ALL the data centers, they might go through it quicker than that.
So, that said... we should expecting the next great tech stock implosion to happen around mid 2027?
And so it begins (Score:3)
We're now in the race to IPO phase of this shitty dotcom era remake, which means we're also in the "but they didn't make it to IPO" phase of that. It's going to be a wild ride.
Re: And so it begins (Score:2)
Whoever IPOs first causes the pop sort of situation? I wonder how fast people try and exit to get their money back.
Re: (Score:2)
The good news is that most of these deals have new lockup periods being [1]. It's typical for lock up periods to last 180 days; these new ones are being staggered out for over 2 years or more. Even if if some of these companies are legitimately building a solid, investable business, with the sheer size of these IPOs the number of newly liquid shares could tank the stock price just from an oversupply of shares. So most of these big rounds they have to show decent performance for at least 2 years or they lose [webpronews.com]
[1] https://www.webpronews.com/wall-street-innovates-staggered-lockups-for-spacex-openai-ipos/
Re: (Score:2)
I have to ask something, because it's relevant.
When you say it's a "shitty dotcom era remake", what level of informed statement is that? How recently have you used the frontier models from OpenAI or Anthropic? Are you genuinely informed here, or making an assessment off using Cursor for a couple hours 4 months ago? Because that's not even close to representative of where things are today.
Just this week and last, I've used the frontier models to fully audit an existing code base and make both architectural
Re: And so it begins (Score:2)
Genuine question how are you setting these near one shots up? Got a link to a suggested workflow? I struggle to get answers without it hallucinating namespaces on simple things like WebSockets in c# which are already extremely well documented and something it should excel at.
Re: (Score:2)
Anyone who thinks AI is a bubble is vastly underestimating how far reaching this is. ChatGPT is a just toy compared to what is coming from AI.
"A personal note for non-tech friends and family on what AI is starting to change."
[1]https://shumer.dev/something-b... [shumer.dev]
This is worth reading.
[1] https://shumer.dev/something-big-is-happening
Re: (Score:2)
A "personal" note from "I'm Matt Shumer — founder & CEO at OthersideAI (HyperWrite). I build and invest in AI products, ship fast, and share what I learn with a large audience."
No conflict of interest, none whatsoever. No reason to skew the truth.
Re: (Score:2)
The author is a CEO of an AI company and an investor in others. I don't mean to poo-poo the actual legitimate advances being made in AI, but this isn't an unbiased piece. He's overstating the capabilities of LLMs in my opinion, but someone who has vested financial interests in the industry is of course going to say those things. The current AI industry is based primarily on the commercialization of LLMs.
I use the latest coding models in my own work and while they do some really awesome things, they are far
Re: (Score:2)
Sorry, the linked summary is really just the same hype cycle I've seen.
Programmer friends at Google, Meta and Amazon have certainly convinced me that code is being assisted successfully by AI. However, the author's level of extrapolation to other fields and situations destroys any credibility he had.
For example, the author - Matt Shumer, who is an AI company founder, booster and frequent submitter to other AI-hype websites, but apparently is not legally trained - spends many paragraphs and anecdotes tal
Well good for you (Score:2)
If it dropped your cloud spend by 90% you were doing something dumb in the first place, so I don't think you're a credible expert in whatever it is you claim to be doing.