Critic argues Anthropic is 'worth $600B or less' as frontier model moats keep shrinking
arthurcolle · x · 2026-11-08
In a reply to AndrewCurran, arthurcolle argues Anthropic is "probably worth $600B or less," claiming frontier models offer a shrinking set of abilities wrapped in cloud UIs most people could vibe-code in weeks, and that Anthropic keeps killing capabilities as the research community rediscovers them. Personal opinion, not official figures.