Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast

zackify

The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.

christkv

What market size do they think AI will be in 2028 to give that prognosis.

tolugenius

> "Could they (Anthropic) get a $2 trillion valuation, yeah they could and I just wonder if it would stay there over time" Can someone explain exactly how the market can in any sense support not one but two trillion dollar valuations (referencing spacex as the first)? (I imagine openai will likely be in the same ballpark) genuinely we're reaching "elementary levels of big funny number" in the market.

Gys

I cannot read the article. Does it say anything about profit?

iamleppert

I love Claude but as soon as there is a viable replacement and I get around to it, I’m gone. I have zero loyalty to a chatbot and when the interface is just text the cost of switching is up to my personal whims.

chrisXOXO

Idk, but for me it is ridiculous, people still doubt these valuations. SpaceX was of course non sense. But to value those companies lower than 1 trillion??? Please, link some source to change my mind.

rvz

Anyone believing that this company will surpass Nvidia's revenue in 2028 is seeking a lot of exit liquidity to dump hundreds of millions of their stock after the first earnings release. > The projection dwarfs the $47 billion revenue "run rate," reflecting the firm's current pace of business, that the company publicized as recently as May, and shows the scale of growth investors are being asked to underwrite. Never do they account for competition, risks, delays, lawsuits and geo-political issues. Seems like this is massaged to get tens of millions of retail traders holding an expensive designer bag that is riddled with holes.

bzmrgonz

China keeps eating their lunch tho, have you guys seen the new deepseek harness?? Get ready to have your mind blown.