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.
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