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my @theinformation colleagues @srimuppidi and @nmasc_ reported today that investors are floating a deal valuing anthropic at >100bln
if it goes through, that still only brings anthropic's multiple to ~30x ARR, on par with openAI
16.7. klo 01.51
anthropic launching claude for financial services today shows it's pushing further into the ai apps' territory
supports my view earlier this month that at ~15x ARR, where it last raised, it's the closest thing ai has to a value investment
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