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HarHarVeryFunny 2 hours ago

Yeah, up from $1B a year ago.

Two years ago, I considered investing in Anthropic when they had a valuation of around $18B and messed up by chickening out (it was available on some of the private investor platforms). Up 20x since then ...

It was always obvious that Anthropic's focus on business/API usage had potential to scale faster than OpenAI's focus on ChatGPT, but the real kicker has been Claude Code (released a year ago).

It'd be interesting to know how Anthropic's revenue splits between Claude Code, or coding in general, other API usage, and chat (which I assume is small).

Esophagus4 15 minutes ago | parent | next [-]

Eh, I think you made the best decision you could given the info you had.

I’ve poked around on EquityZen and was shocked at how little information is available to investors. In some cases I did not even see pitch decks, let alone one of the first companies I looked at had its top Google result: CEO recently arrested for fraud and business is almost worthless now.

Unless you are willing to take a blind punt or have insider information, those platforms are opaque minefields and I don’t fault you for not investing.

Matt Levine has a fun investment test: when presented with an opportunity, you should always ask, “and why are you offering it to me?”

Meaning, by the time it gets offered to retail investors (even accredited ones are retail) we’re getting the scraps that no one else wants.

winfortheworld 2 hours ago | parent | prev [-]

what are the private investor platform you mentioned ? and what are the requirements to join in?

modeless 2 hours ago | parent | next [-]

Hiive and Forge Global are the ones I know of. You must be an "accredited investor" which means nothing at all except that you have a million dollars or make $200k/yr.

throwaway911282 2 hours ago | parent [-]

Like you can buy shares of Anthropic as long as you prove you make over 200K? That easy? Shouldn't they approve of the purchase? Sorry, noob in this space!

bombcar 32 minutes ago | parent | next [-]

They have to approve and it's not as simple - it's just that if you make $200k a year or have $1m in the bank, the government assumes you're a knowledgeable investor and allows you to bypass certain protections.

If you are NOT knowledgeable and simply have money ... well it'll soon be parted.

bix6 an hour ago | parent | prev [-]

The secondary platform verifies you and then you indicate interest. If there’s a seller you may get to buy. Company may ROFR. Priority goes to bigger buyers.

joshribakoff 2 hours ago | parent | prev [-]

EquityBee got me investors to exercise my Brex options, in exchange for giving up some small beta