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Dean of Valuation Professor Aswath Damodaran just published a long post valuing Anthropic at $1.475T. He says Anthropic’s voting setup, whe…
Dean of Valuation Professor Aswath Damodaran just published a long post valuing Anthropic at 1.475T. He says Anthropic’s voting setup, where 7 co-founders hold 50.1% of votes through a single share, “
Dean of Valuation Professor Aswath Damodaran just published a long post valuing Anthropic at 1.475T. He says Anthropic’s voting setup, where 7 co-founders hold 50.1% of votes through a single share, “would put Kim Jong Un to shame.” > Anthropic is growing fast but slowing: first-half revenue was about 14x a year earlier, then third-quarter growth cooled as OpenAI won share and Anthropic ran short of compute. > The headline 80.7B first-half loss is mostly a 72B non-cash bond charge; the real operating loss was just over 8B, and Anthropic says it made an operating profit last quarter. > The biggest risk is over $600B in compute commitments, a fixed bill owed even if growth stalls, while founders hold 50.1% of votes, leaving public shareholders little say.
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Source: Gary Marcus (X) | 2026-10-29