Social•May 9, 2026
Anthropic's Potential Round Sparks Massive Demand, Caution Advised
There may be 1T+ of demand for Anthropic for this (potential) round. Seeing so much broker activity claiming to have access (I've gotten at least 30 emails this week). Buyer beware. Companies like this are very tight on their cap table, as they should be, and many of these groups are very risky to try to get access. But I have never seen a private company stop the entire world the way Anthropic does when there are reports of a potential round.
By Samir Kaji
Social•Apr 10, 2026
AI VC Frenzy Inflates Valuations, Many Will Burn Capital
Truth about venture today We are in peak AI fomo. Growth trajectory drowns out legit durability concerns of most AI companies Family offices playing direct / co invest instead of funds, almost at any cost for top companies. Anthropic is the hottest...
By Samir Kaji