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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 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


I think the very smart people already work at Google and the 40B buys some of the rest.


IMO: you are correct, which is why the valuation is only 350B and not significantly more.


cheaper than finding out their own 40B internal project has no users in two years.


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)




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