Anthropic IPO valuation hinges on $190-200B 2028 revenue forecast
reuters.com
2 threads
Nvidia projected revenue for 2027 and 2028 is 400B and 550B.
If anthropic is "only" 200B I wonder where rest of it will come from.
It won't be worth anything if they don't make their models functional. Opus is truly a piece of shit right now. Absolutely infuriating to use.
Chinese models are what a month behind?
Theyre ahead if you factor in how easy they run on minimal resources to accomplish the same tasks.
Unless AGI is literally a parameter count (doubtful, octopuses have no brain like humans, but are intelligwnt), SOTA is like the passengers on WallE.