Is the simpler explanation that Alpha was already an investor and Anthropic has been making strides in their business model?

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JumpCrisscross 9 hours ago | parent [-]

> Is the simpler explanation that Alpha was already an investor

Individually, yes. Anthropic surging in private markets the weekend after the supply-chain risk designation, and raising from not only Google but also Amazon in such short clip (following credibly reports of it turning down $800+ billion valuation cheques from financial investors), all while OpenAI gets pilloried in the press and struggles to hold its $800bn valuation in private markets, collectively—to me—paints a bigger picture.

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infecto 9 hours ago | parent [-]

Please share how OpenAI is struggling in the private markets.

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JumpCrisscross 9 hours ago | parent [-]

There is more supply than demand flat to OpenAI’s recent raise. That’s simply not the case for Anthropic, at last raise or at comparable valuations.

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infecto 9 hours ago | parent [-]

Citation? Were you working on the deal?

	▲	JumpCrisscross 9 hours ago \| parent [-]
		Can’t speak to citations, unfortunately, but if you have a banker or broker with secondary flow right now, ask them which they can get you more of and at what valuation: OpenAI or Anthropic.