“When we apply NVIDIA's current price-to-sales multiple to Anthropic, the AI Labs valuation drops to roughly $1 trillion.”
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Said on Prof G Markets
“We invested last year in Anthropic in second half of 2025, really in that September round with our initial valuation starting at $170 billion.”
The Master Investor Podcast with Wilfred Frost · Picking Private Market Winners: Maggie Fanari on SpaceX, Anthropic & Stripe
Play from 20:40
20:40
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What was described
invested in Anthropic in Sep 2025 at a $170 billion valuation, participated in follow-on rounds, targeting enterprise AI with high-margin pricing
$170 billion valuation, revenue growth 10x-16x, cash-flow positive
Said nearby on the same subject
“Thomas Bravo led the deal. The purchase price was $12.3 billion… financed with $4.6 billion in the syndicated first lien loan… 37% of the purchase price was funded with debt.”
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Said on The Real Eisman Playbook
“There was a huge jump in the pricing for open AI reaching a $1.25 trillion valuation by the end of the year”
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Said on Monetary Matters with Jack Farley
“The deal was led by Advent International and Palmyra. The purchase price was $14 billion… 64% of the purchase price was funded with debt.”
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Said on The Real Eisman Playbook
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