Anthropic nears deal to raise funding at $170B valuation | Hacker News Reader

Anthropic nears deal to raise funding at $170B valuation

bloomberg.com

28 pointsjmsflknr10 comments

Not surprising, but damn. $60B to $170B in ~5 months?

They've been dominant. ChatGPT is still the better consumer AI tool but Anthropic models have been better for professionals.

When I use Github Copilot agent mode, Sonnet 4 is worlds better than GPT 4.1 and Gemini 2.5 Pro.

They are absolutely not dominant. OpenRouter only captures a tiny fraction of the market. I think around 2-3 million users. But Claude has something like 10-30 million active users according to most estimates. And ChatGPT is already north of 300-400 million active users. Valuations in this sector have nothing to do with facts anymore, because otherwise noone would give Anthropic a valuation in the same order of magnitude as OpenAI for a tiny fraction of the user base while all objective benchmarks put the top models so close together. This is pure insanity riding on a vague hope that one of those companies will capture AGI while the others drop out.

  OpenRouter only captures a tiny fraction of the market. I think around 2-3 million users. But Claude has something like 10-30 million active users according to most estimates. And ChatGPT is already north of 300-400 million active users

In case it wasn't obvious, I implied the same thing. Anthropic models are more popular on OpenRouter, which I take it as it's more preferred for developers and their apps. However, ChatGPT is still better.

This implies that all (or at least most) developers use openrouter, which is a very bold and unlikely statement given the above numbers.

Nope. I did not imply that. Not sure how you're getting so many assumptions wrong.

I'm using OpenRouter as a proxy for how developers are seeing models.

And I'm saying that's not a valid proxy in any meaningful way - for developers or anyone else. Not sure how you're not getting that given the available numbers.

Will we see another article about the top layers taking everything and marking everyone else's equity as zero?

I am curious what kind of red or green flags you can look for, in a startup, to make sure the founders won't screw you with your equity.

http://archive.today/4V4NX

Congratulations. I suppose. It is quite an accomplishment; but as a (former) paid subscriber, my main wish is that they use their free-flowing tap of cash to provide actual human support for customers, in lieu of the current “Here, fill out this Google form and wait >100 days to not hear from us.”

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