Anthropic's Enterprise Strategy Drives $965B Valuation
When we first invested in @Anthropic (Spring of '24 / Series D), the valuation looked aggressive to a lot of people. Investors love to say they saw it coming. We wrote an early thesis that @Anthropic could build a business as large as the entire cloud computing market. We believed in the enterprise-first strategy. We believed the safety and trust differentiation would matter to the biggest buyers. We believed AWS distribution would be a structural advantage. https://lnkd.in/gVWfpv5c What we underestimated is the speed of growth. Thrilled to continue to partner with this incredible team and this once-in-a-generation company. $965B valuation. $47B run-rate revenue. Operating on AWS, Google Cloud, and Azure. The world’s largest organizations running on Claude. Dario Amodei , Daniela Amodei , and this team didn't just execute the thesis. They lapped it several times over.
Anthropic's Impact Signals the Next Major Software Shift
I said it on @CNBC @SquawkStreet and I'll say it here: @Anthropic is making history in real time. I've had a front row seat to every major platform shift in software. Each one felt big at the time. Looking back,...