“Trained a cost estimator model… emits a probability distribution over multiple buckets… I’m used to training these classifiers by giving it different enums”
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Said on The a16z Show
“When we apply NVIDIA's current price-to-sales multiple to Anthropic, the AI Labs valuation drops to roughly $1 trillion.”
Prof G Markets · The AI Bubble Isn't Where You Think It Is
Play from 9:44
9:44
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What was described
applied NVIDIA's current price-to-sales multiple to Anthropic to estimate its public-market valuation
valuation drops to roughly $1 trillion (about half of the private valuation)
Said nearby on the same subject
“We invested last year in Anthropic in second half of 2025, really in that September round with our initial valuation starting at $170 billion.”
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Said on The Master Investor Podcast with Wilfred Frost
“I have consciously decided to move a lot of my investments from the public markets to the private markets… there’s too much data.”
OB
Oliver Berkman
The Prof G Pod with Scott Galloway ·
“Kun's current approach is to use Anthropic models as a complete system, with Opus for planning, Sonnet for implementation, and calling on Fable when things go sideways.”
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Said on The AI Daily Brief: Artificial Intelligence News and Analysis
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