| ▲ | brookst 2 hours ago | |
What do you think Google Workspace would sell for, if Google divested? $100B/year in revenue; SaaS so call it 70% gross margin, 30% net, NPV is about $500B. Not enough if you think that's the only revenue Anthropic could every have. But even if they only peel off $100B NPV, it's incremental to an IPO valuation. | ||