2026-01-16 02:31:00

Anthropic's valuation seems high, but a closer look at the books makes it clear. Over the past two years, revenue has skyrocketed: from $100M to $1B, then to $9-10B. Assuming a 3x growth next year, the NTM valuation multiple would be around 17x. This price isn't actually expensive—it's cheaper than Palantir and roughly on par with Cloudflare. Data speaks for itself; among the leading players in the AI sector, this valuation is indeed supported.

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LucidSleepwalker

· 01-17 17:10

The data is indeed impressive, but the key is whether it can sustain growth... A 17x valuation sounds stable, but the question is, can AI keep from burning through money?

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AirdropHunter007

· 01-17 10:38

The data can indeed support it, but I'm more concerned about whether Claude can actually monetize...

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AlphaLeaker

· 01-16 11:40

Wow, once the data is laid out, Anthropic's valuation suddenly doesn't seem so outrageous anymore. They really have some confidence.

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MemeCoinSavant

· 01-16 02:59

ngl the math checks out but like... 17x forward multiples still feels cope when you squint at growth deceleration patterns, no cap. anthropic's revenue hockey stick is *chef's kiss* statistically significant tho 📊

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MetaverseMortgage

· 01-16 02:59

This growth rate is truly incredible, going from $100M to $10B in less than two years... However, a 17x P/E ratio is indeed cheaper than I expected. It's time to see how OpenAI is valued.

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ReverseTradingGuru

· 01-16 02:50

Haha, the data looks great, but can this growth rate be sustained?

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just_another_fish

· 01-16 02:46

Haha, this data is indeed observable. But the key question is whether this growth rate can be sustained.

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GasFeeAssassin

· 01-16 02:45

Haha, Anthropic's growth rate can indeed support its valuation

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SchrodingerGas

· 01-16 02:43

Talking about Anthropic again? Those growth rate numbers look pretty impressive, but when you really do the math, it's just so-so. A 17x PE ratio is "not expensive"? Come on, Palantir is a whole different money-burning machine... What about on-chain evidence? Show us the data.

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