this post was submitted on 24 Apr 2026
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153
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI. (www.businessinsider.com)
submitted 5 days ago by Eyekaytee@aussie.zone to c/technology@lemmy.world
43 comments fedilink hide all child comments
 

Seems pretty clear Claude is winning this AI race

Anthropic's valuation now hovers at around $1 trillion on Forge Global, a leading private marketplace exchange, its CEO Kelly Rodriques told Business Insider. OpenAI's valuation on the platform is $880 billion, a slight uptick from its March funding round.

Since Anthropic and OpenAI are not yet public companies, the vast majority of investors are forced to buy via secondary markets, with existing stock in the companies sold by current or former employees or early investors. Neither company responded to a request for comment.

One Anthropic shareholder recently offered to unload shares at a $1.15 trillion valuation, according to Ken Sawyer, cofounder and managing partner at Saints Capital, a venture secondary firm.

A "very well known growth fund" offered to buy Anthropic shares at a $1.05 trillion valuation, Jesse Leimgruber, founder of OpenHome, posted on X this week.

"Absolutely wild," he said.

Some interested buyers have gotten more creative, offering to sell their home in exchange for Anthropic shares at a valuation above $800 billion.

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[–] Etterra@discuss.online 33 points 5 days ago (3 children)

When the bubble finally bursts it's gonna be a doozy.

[–] Knock_Knock_Lemmy_In@lemmy.world 10 points 4 days ago (1 children)

A trillion valuation implies an average $350bn revenue per year over the next 20 years (20% margin, 8% discount rate).

Antrhopic current ARR is $30bn so 100bn is not a crazy valuation. But 1000bn is.

[–] Benaaasaaas@group.lt 4 points 4 days ago (1 children)

Your calculation implies that anyone is still looking at fundamentals when evaluating a stock.

[–] Knock_Knock_Lemmy_In@lemmy.world 1 points 4 days ago

Agreed.

Also the 20% margin assumption is probably -20% with training and energy demands. Which values the company at $-100bn

[–] hoch@lemmy.world 1 points 3 days ago

You keep saying that, but it's not going to happen

[–] drmoose@lemmy.world 0 points 4 days ago (1 children)

Or it's not going to happen. Name 3 bubble bursts since 2008. I think we're passed major financial bubbles in general and now the market just suffers by bleeding out the vulnerable in silence. There are no more dramatic bubble bursts.

[–] sobchak@programming.dev 1 points 3 days ago

Crypto crashed a few times, but recovered fairly quickly. A lot of companies went bankrupt. The crashes didn't severely affect a significant portion of the population. Most people and institutions had little exposure if any at all, and the crypto industry didn't really employ many people. Most people with a 401k are significantly exposed to AI due to top-heavy index funds like the SP 500. Not sure how exposed major financial institutions are.