Anthropic's $2T Valuation Tops 35 SaaS Firms Combined Despite 4.6x Less Revenue
Soggy_Perspective776 · reddit · 2026-10-19
A comparison graphic sparked debate on Reddit: Anthropic is valued at $2 trillion — more than the combined $948B market cap of 35 SaaS companies including Salesforce, Adobe, SAP, ServiceNow and Intuit — while its quarterly revenue ($11.5B) is roughly 4.6x smaller than those companies' combined $53.4B.
The poster asks whether investors are pricing in a new economic revolution or repeating the dot-com bubble, and whether traditional SaaS is being undervalued due to AI disruption fears.
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