Anthropic Wants $2T for Week-Long Agents; Skeptic Says It's Just Excel Waiting to Be Fed
gerardsans · x · 2026-10-01
A pointed take on Anthropic's valuation and agent narrative
- The author cites Anthropic raising at a $2T valuation on the pitch of an agent workforce that runs autonomously for weeks.
- His counter: today's agents are like a coworker in the room who overhears updates, takes some work off your pile, and learns on the job — closer to "Excel waiting to be spoon-fed the room" than a workforce.
- Core argument: what agents lack is the full context of your work, which current products can't provide.
Related event: Anthropic S-1 Leaks: $2 Trillion IPO Target Despite $8B Losses(3 posts)→
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