SemiAnalysis' Dylan Patel Can't Buy Anthropic at $2T: "It's a 0 or We're All Fucked"
dylan522p · x · 2026-10-01
Dylan Patel, founder of SemiAnalysis, quipped that he can't invest in Anthropic at a $2 trillion valuation — either it goes to zero and he's ruined, or it reaches $20 trillion, "but at $20 trillion we are all fucked." The remark captures the growing debate over whether frontier AI lab valuations have become untouchable even for professional analysts.
More from Venture
- Hardware AI platform Flow raises $50M Series B at $750M valuation — ZehanWang · 2026-10-01
- Burkov: frontier models are indistinguishable in blind tests, backing closed-weight labs is greed — burkov · 2026-10-01
- Carmack's AGI bet: why 1% odds beat sure wins in a crowded market — victor_explore · 2026-10-01
- BlackRock: AI Is 'Machine-Native Intelligence' and Crypto Is 'Machine-Native Money' — markjeffrey · 2026-10-01
- Health AI startup Concurrence raises $24M with 10M patients already on its platform — SucceededMind · 2026-10-01
- Founders Are Crashing Out: AI Marketing Stalls and Engineer Burnout Sets In — vaibhavbetter · 2026-10-01