Chamath: Anthropic should raise $200B at $1.5T valuation; Horowitz says Amazon compute sold out past 2028
firesidealpha · x · 2026-10-17
- Chamath argues Anthropic should sacrifice valuation to raise at least $200 billion — barely enough, in his estimate, to buy the compute needed to survive a correction; $250B would be "super safe." His math: $80B IPO raise is easy at a $1.7–1.9T valuation, $100B is a stretch, and $150B requires pricing down to $1.5T.
- Ben Horowitz reveals Amazon CEO Andy Jassy told him Amazon's AI compute is sold out beyond 2028, possibly until end of 2028. He argues this extreme supply shortage makes the AI buildout fundamentally different from the dot-com bubble, which lacked demand.
More from Venture
- CoreWeave CEO Calls Stock Sell-Off Irrational as Founders Cash Out $3.3B — GaryMarcus · 2026-10-17
- Investor Brad Gerstner talked up AI stocks while quietly cutting exposure to a 3-year low — SumitGup · 2026-10-17
- Dev ships AI-coded Steam game Nekomancer with a few hundred prompts, 1,500 commits — ssh4net · 2026-10-17
- Just 300K hours of robot data exist; Bessemer sees $3B spend in two years — 0xSammy · 2026-10-17
- Polymarket odds for 2026's #1 AI model: OpenAI 55%, Meta 16%, Google marked Yes — nian2326076 · 2026-10-17
- Onchain AI inference surging: Venice hits 500B tokens/day as Bittensor expands subnets — 0xJeff · 2026-10-17