Seems pretty clear Claude is winning this AI race


Anthropic’s valuation now hovers at around $1 trillion on Forge Global, a leading private marketplace exchange, its CEO Kelly Rodriques told Business Insider. OpenAI’s valuation on the platform is $880 billion, a slight uptick from its March funding round.

Since Anthropic and OpenAI are not yet public companies, the vast majority of investors are forced to buy via secondary markets, with existing stock in the companies sold by current or former employees or early investors. Neither company responded to a request for comment.

One Anthropic shareholder recently offered to unload shares at a $1.15 trillion valuation, according to Ken Sawyer, cofounder and managing partner at Saints Capital, a venture secondary firm.

A “very well known growth fund” offered to buy Anthropic shares at a $1.05 trillion valuation, Jesse Leimgruber, founder of OpenHome, posted on X this week.

“Absolutely wild,” he said.

Some interested buyers have gotten more creative, offering to sell their home in exchange for Anthropic shares at a valuation above $800 billion.

  • ikt@aussie.zoneOP
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    4 hours ago

    At the moment they have no reason to doubt that

    Mistral’s revenues soar over $400mn as Europe seeks AI independence

    https://www.ft.com/content/664249e7-e8d5-4425-b397-ad3ed590b305?syn-25a6b1a6=1

    And Mistral appears to be 6 months to a year behind Claude which in the AI race is a fucking eternity

    Anthropic’s annualized revenue run rate has reached $14 billion, according to the company’s own announcement. The company says this figure has grown more than 10x annually for the past three years. That kind of growth from a company earning the bulk of its revenue from business customers, not consumer subscriptions, is unusual.

    The enterprise numbers tell a more specific story. Over 500 customers now spend at least $1 million per year on Claude, up from a dozen just two years ago. Customers spending more than $100,000 annually have grown sevenfold in the past 12 months. And eight of the Fortune 10 are now Claude customers. Axios noted that 1 in 5 businesses using Ramp now pay for Anthropic, up from 1 in 25 a year ago, and about 79% of OpenAI’s paying users also pay for Anthropic, suggesting the market isn’t zero-sum.

    https://www.forbes.com/sites/jonmarkman/2026/02/13/anthropic-the-380-billion-powerhouse-hiding-in-plain-sight/

    The numbers are staggering

    At my workplace which is extremely tepid and slow moving, they initially rolled out Microsoft Copilot much to the hate of everyone who knows about AI

    The developers have been demanding Claude and they’re doing a very slow roll out of it which is amazing in itself, who would have thought they could roll out anything that isn’t Microsuck Dogshit Premium Pro 365