Damodaran Values Anthropic at $1.475 Trillion, Rips Its Governance
NYU valuation professor Aswath Damodaran valued Anthropic at $1.475 trillion in a blog post, noting 14x revenue growth in H1 but slowing Q3 momentum, while slamming its founder-controlled voting structure as making Kim Jong-un blush.
2026-10-29 ~ 2026-10-29 · 4 related posts
- Episode 1: Anthropic's $60B Project North Star chip financing pays Blackstone over 10% yield(2026-10-17, 7 posts)
- Episode 2: Anthropic Pledges ~20% of Shares to Public Benefit Fund, Sparking Backlash(2026-10-19, 50 posts)
- Episode 3: Debate Erupts Over Anthropic's Alleged Financials, Losses and Compute Split(2026-10-21, 9 posts)
- Episode 4: Anthropic's Chip Debt Rate Climbs Above 10% in Four Months(2026-10-21, 2 posts)
- Episode 5: Anthropic Proposes Putting 5% of Shares Into Public Benefit Fund(2026-10-25, 5 posts)
- Episode 6: Anthropic Files S-1, Kicking Off the Most-Watched AI IPO(2026-10-25, 113 posts)
- Episode 7: Leaked Filings Show Anthropic Cash-Flow Positive as Token Usage Surges(2026-10-25, 15 posts)
- Episode 8: Anthropic Token Usage on OpenRouter Grew 3.6x After Opus 5.5 Launch(2026-10-26, 5 posts)
- Episode 9: Anthropic Files S-1 for IPO: Soaring Revenue, Massive Losses(2026-10-26, 122 posts)
- Episode 10: Anthropic Plans Up to $120.5B Compute Purchase from SpaceX(2026-10-27, 8 posts)
- Episode 11: Anthropic Nears $1 Trillion Valuation at Unprecedented Pace(2026-10-27, 3 posts)
- Episode 12: Anthropic's compute economics under scrutiny: Amazon discounts and chip mix revealed(2026-10-27, 6 posts)
- Episode 13: Broadcom CEO Steps In to Seal Anthropic's $63 Billion Chip Financing Deal(2026-10-27, 4 posts)
- Episode 14: Anthropic Taps Goldman Sachs as Lead Underwriter for IPO, Morgan Stanley as Stabilization Agent(2026-10-28, 2 posts)
- Episode 15: Anthropic Files S-1 for IPO Targeting Up to $2 Trillion Valuation(2026-10-28, 12 posts)
- Episode 16: Sen. Warren Demands Anthropic Answer Catastrophic-Risk Questions Before IPO(2026-10-28, 3 posts)
- Episode 17: Damodaran Values Anthropic at $1.475 Trillion, Rips Its Governance(2026-10-29, 4 posts)
- Damodaran values Anthropic at $1.475T, slams founders' 50.1% voting grip — rohanpaul_ai · 2026-10-29
- Full Damodaran post: my Anthropic IPO valuation and governance risk breakdown — rohanpaul_ai · 2026-10-29
2 near-duplicate retellings: rohanpaul_ai · rohanpaul_ai