Damodaran values Anthropic at $1.475T, slams founders' 50.1% voting grip
rohanpaul_ai · x · 2026-10-29
Valuation professor Aswath Damodaran published a long analysis valuing Anthropic at $1.475T, blasting its governance: 7 co-founders control 50.1% of votes via a single share — a setup he says "would put Kim Jong Un to shame."
Key financials:
- H1 revenue ran 14x year-over-year, but Q3 growth cooled as OpenAI won share and Anthropic ran short on compute
- The headline $80.7B H1 loss is mostly a $72B non-cash bond charge; real operating loss just over $8B, and the company claims operating profit last quarter
- Biggest risk: $600B+ in fixed compute commitments owed even if growth stalls, while public shareholders get little say
Related event: Damodaran Values Anthropic at $1.475 Trillion, Rips Its Governance(4 posts)→
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