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AI Economics

Anthropic company valuation assessment and financing

Financial analysis of Anthropic's valuation metrics and enterprise value in competitive AI infrastructure market.

9 posts · First seen 2026-02-23 · Last activity 2026-02-23

Time	Author	Post
2026-02-23T21:23	@Polymarket	@KobeissiLetter 87% chance Anthropic reaches $500B+ valuation this year. https://t.co/GCIFEY2UFN ↩ reply parent
2026-02-23T21:21	@DanielleFong	RT @Miles_Brundage: Does Wall Street have Anthropic psychosis? https://t.co/s4n0EELNDc
2026-02-23T20:34	@davipar	@levelsio SK is another one that is already being very benefited by anthropic’s surge… (they invested in 2023) ↩ reply parent
2026-02-23T19:54	@NunoSempere	@davidmanheim Well if you've raised $30B at a $300B valuation even small enough numbers are ~0, e.g., ~$4B, $10B, $40B ↩ reply parent
2026-02-23T19:47	@davidmanheim	@NunoSempere I'm usually annoyed that people are not uncertain enough, but how the hell is $0 within the 90% CI for Anthropic's value? Even if it goes bankrupt, it would be chapter 11, not chapter 7. ↩ reply parent
2026-02-23T19:44	@tphuang	Anthropic accuses MiniMax distilling Opus 4.6 to build M2.5. I think this is probably the most logical & believable accusations. If Minimax can distill coding & tool use function so easily from Opus + create model of 5% its memory footprint, what justifies Anthropic's valuation? https://t.co/qVZvy8Y9LV ↩ reply parent
2026-02-23T19:40	@Polymarket	@KobeissiLetter 62% chance Anthropic IPO’s this year. https://t.co/V04FFeCKkY ↩ reply parent
2026-02-23T19:33	@XriskFYI	RT @NunoSempere: Global risks roundup #8/2026. The Anthropic valuation estimate might be particularly interesting to people here. https://t…
2026-02-23T19:00	@NunoSempere	Global risks roundup #8/2026. The Anthropic valuation estimate might be particularly interesting to people here. https://t.co/ypj096oRRt