Damodaran values Anthropic at $1.475T, slams founders' 50.1% voting control
rohanpaul_ai · x · 2026-10-29
Valuation professor Aswath Damodaran published a long post valuing Anthropic at $1.475 trillion. Key points: H1 revenue grew 14x YoY but Q3 growth cooled as OpenAI won share; he slammed the governance setup where 7 co-founders hold 50.1% of votes through a single share — "would put Kim Jong Un to shame"; and on compute reinvestment, Anthropic has locked in over $650B in compute commitments (Broadcore $151.3B, Amazon $115B, SpaceX $130.5B, Google $114.5B, Oracle $44B), catching up with OpenAI's compute lead at high cost, with data center expenses likely rising due to community opposition.
Related event: Damodaran Values Anthropic at $1.475 Trillion, Rips Its Governance(4 posts)→
More from Companies & People
- YC's wishlist is making startups look like academia, founder argues — KadriJibraan · 2026-10-29
- Jensen Huang at 30: $200 to a lawyer for ~20% of Nvidia — srimisra · 2026-10-29
- Bengaluru Systems meetup on LLM inference, Oct 31: call for speakers open — kingslyj · 2026-10-29
- VC: My LP runs a $70M ecommerce firm by texting, expects an agent to replace the CEO — MartinGTobias · 2026-10-29
- Hot Take: Judged by Public-Facing Leadership, Meta Is the Most Trustworthy AI Lab — RileyRalmuto · 2026-10-29
- Robot 'Made in USA' Tariff Rules: 65% Domestic BOM Plus Substantial Transformation — MatthewChang · 2026-10-29