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Anthropic

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Anthropic develops Claude, a family of AI models and assistants focused on reliable enterprise use.

sentiment mix
bull 55%bear 16%neu 29%

funding rounds

private markets
latest round
Series H
May 2026 | $65B
post-money valuation
$965B post-money
+154% vs Series G
total raised
$121B+ disclosed
10 disclosed rounds | updated 2026-07-09
round progression
Strategic
Nov 2024
$4B
Series E
Mar 2025
$3.5B
Series F
Sep 2025
$13B
Series G
Feb 2026
$30B
Series H
May 2026
$65B
lead investors
  • Altimeter Capitallead
  • Dragoneerco
  • Greenoaks Capitalco
  • Sequoia Capitalco
dateroundamountvaluationinvestors
May 2026Series H$65B$965B post-moneyAltimeter Capital, Dragoneer, Greenoaks Capital, Sequoia Capital
Feb 2026Series G$30B$380B post-moneyCoatue, GIC
Sep 2025Series F$13B$183B post-moneyICONIQ Capital, Fidelity Management & Research, Lightspeed Venture Partners
Mar 2025Series E$3.5B$61.5B post-moneyLightspeed Venture Partners
Nov 2024Strategic$4Bnot disclosedAmazon
Mar 2024Strategic$2.75Bnot disclosedAmazon
Oct 2023Strategic$500Mnot disclosedGoogle
Sep 2023Strategic$1.25Bnot disclosedAmazon
May 2023Series C$450Mnot disclosedSpark Capital
Apr 2022Series B$580Mnot disclosedFTX

signal summary

latest high-conviction thesis
Baylor allocates 2.5% of endowment to Anthropic for AI exposure▾

Baylor holds Anthropic to generate excess returns from private investments needed to fund distributions amid declining enrollment.

david mooreheadT120VC with Harry Stebbings2026-09-14
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models62%
  • AI Infrastructure61%
  • AI Geopolitics & Export Controls39%
  • AI Agents34%
  • Open Source AI34%

bull thesis · 41

69 / 100
  • •Baylor allocates 2.5% of endowment to Anthropic for AI exposure
  • •Gavin Baker: Anthropic's pacing proposal likely benefits its business long-term
  • •Huang: Anthropic scaling up on Nvidia platform alongside other frontier labs

bear thesis · 24

47 / 100
  • •Anthropic quiet period violated by safety lead's viral endorsement of extinction claims
  • •Chamath: Anthropic leadership trapped between rational business and doomer employee base
  • •Anthropic's data retention issues cause enterprise adoption lag behind OpenAI

company research · 6 videos

mentions · 100

new
The InformationWhy Higher Rates Threaten AI Companies2 mentions · 0▲ 0▼ 2○ · 8 days ago
0:003:007:0011:0015:00
TBPNAll Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins1 mentions · 0▲ 0▼ 1○ · 9 days ago
0:0010:0020:0030:0040:00
TBPNInterest Rates Spike, Politicians Take Sides on the AI Safety Debate, Time’s AI Cover | Diet TBPN2 mentions · 0▲ 2▼ 0○ · 10 days ago
0:008:0017:0026:0035:00
Sequoia CapitalBox's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion1 mentions · 1▲ 0▼ 0○ · 10 days ago
0:003:007:0011:0015:00
TBPNHigh Interest Rate Phenomenon, Stephen Colbert Joins, Activision CMO Joins, Profound Series D1 mentions · 0▲ 1▼ 0○ · 10 days ago
0:0013:0027:0041:0055:00
20VC with Harry StebbingsHow LPs Allocate to Venture in 2026: What They Want, What They Don’t | Baylor University CIO6 mentions · 4▲ 0▼ 2○ · 11 days ago
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TBPNThe AI Slowdown Debate | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 11 days ago
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All-In PodcastJensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)1 mentions · 1▲ 0▼ 0○ · 11 days ago
0:0011:0022:0033:0045:00
Bloomberg TechAI’s Frontier Faces Calls for Safety Slowdown1 mentions · 0▲ 0▼ 1○ · 11 days ago
0:005:0010:0015:0020:00
All-In PodcastAI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse6 mentions · 1▲ 5▼ 0○ · 13 days ago
0:0015:0030:0045:001:00:00
20VCLabour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World1 mentions · 1▲ 0▼ 0○ · 13 days ago
0:007:0015:0022:0030:00
Peter H. DiamandisThree Lab Warnings in Five Days, Researcher Flags “Gambling with Our Lives,” and Labs Race2 mentions · 1▲ 0▼ 1○ · 14 days ago
0:0032:001:05:001:37:002:10:00
Limitless PodcastThis Anthropic Researcher Just Quit... And Then Went Viral1 mentions · 0▲ 1▼ 0○ · 14 days ago
0:003:007:0011:0015:00
TBPNFruitfly Hard Takeoff, Parker's Vineyard, Personal Agents1 mentions · 1▲ 0▼ 0○ · 14 days ago
0:0017:0035:0052:001:10:00
20VCJensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town1 mentions · 0▲ 0▼ 1○ · 15 days ago
0:0023:0047:001:11:001:35:00
TBPNSome Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith Rabois1 mentions · 0▲ 1▼ 0○ · 16 days ago
0:0030:001:00:001:30:002:00:00
The InformationInside the AI Cyber Threat Surge1 mentions · 1▲ 0▼ 0○ · 17 days ago
0:002:005:007:0010:00
Bloomberg TechAmazon, Qualcomm Deal Broadens the AI Chip Race | Bloomberg Tech 9/08/20261 mentions · 0▲ 0▼ 1○ · 17 days ago
0:005:0010:0015:0020:00
Bloomberg TechNvidia Nears $14 Billion Hugging Face Deal | Bloomberg Tech 09/02/20261 mentions · 0▲ 0▼ 1○ · 23 days ago
0:006:0012:0018:0025:00
Bloomberg TechAnthropic’s Compute Bet, Musk on AI, Apple’s New CEO | Bloomberg Tech 9/01/20261 mentions · 0▲ 0▼ 1○ · 24 days ago
0:002:005:007:0010:00
Bloomberg TechNvidia Deepens Chip Ties With $3.5 Billion MediaTek Bet | Bloomberg Tech 8/31/20262 mentions · 1▲ 0▼ 1○ · 25 days ago
0:0011:0022:0033:0045:00
20VCClickHouse CEO: The AI Bubble Is Wrong | Revenue Concentration Should be a Concern1 mentions · 0▲ 0▼ 1○ · 25 days ago
0:002:005:007:0010:00
TBPNWE'RE BACK: Meta Addiction, Jalapeño, Tim Cook's Last Day, Flocked1 mentions · 0▲ 0▼ 1○ · 25 days ago
0:0011:0022:0033:0045:00
20VCShould American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive1 mentions · 0▲ 0▼ 1○ · 27 days ago
0:006:0012:0018:0025:00
20VCUber President on The Untold Stories: Travis, China & Self-Driving | Andrew Macdonald1 mentions · 0▲ 0▼ 1○ · last month
0:0018:0037:0056:001:15:00
Bloomberg TechAnthropic's Revenue Jump, Wealthy Bet on SpaceX | Bloomberg Tech 8/17/20261 mentions · 1▲ 0▼ 0○ · last month
0:002:005:007:0010:00
All-In PodcastAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback3 mentions · 1▲ 1▼ 1○ · last month
0:008:0017:0026:0035:00
TBPNCursor Acquisition Closes, Bezos x Liverpool, Flying Roadster, Car Week, Gen Z Trends1 mentions · 0▲ 0▼ 1○ · last month
0:008:0017:0026:0035:00
Bloomberg TechAnthropic in Talks for $6 Billion AI Infrastructure Bet | Bloomberg Tech 8/13/20261 mentions · 1▲ 0▼ 0○ · last month
0:002:005:007:0010:00
The InformationWhy the Enterprise AI Race Is Wide Open1 mentions · 0▲ 1▼ 0○ · last month
0:002:005:007:0010:00
20VCCanva Slashes Growth | Demis Hassabis & Jeff Dean: Talent Exodus at Google | Musk's $55B Terrafab1 mentions · 1▲ 0▼ 0○ · last month
0:0012:0025:0037:0050:00
The InformationWhy Meta Rejoined the Open Source AI Race1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:002:005:007:0010:00
20VCOpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
All-In PodcastGoogle’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
20VCThe AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
TBPNAI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:008:0017:0026:0035:00
Dwarkesh Patel8 Predictions for the Era of Continual Learning1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:002:005:007:0010:00
The InformationWhy the World’s Best AI Researchers Just Left Google1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Limitless PodcastElon Just Promised Wall Street $1 Trillion a Year1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
Bloomberg TechSequoia, Alphabet, and the AI Capital Cycle | Bloomberg Tech 8/06/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
The InformationWhy Claude Code's Dominance Is Fading1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
TBPNAstra Ends Math, Gruber Joins, 1 Person $1 Companies, Hank Green Is Absolutely Right1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0023:0047:001:11:001:35:00
Bloomberg TechApple's Stumble, Amazon's Surge and Anthropic's Hacks | Bloomberg Tech 7/31/20261 mentions · 0▲ 0▼ 1○ · 2 months ago
0:006:0012:0018:0025:00
TBPNMartin Shkreli Breaks Down the Collapse of Situational Awareness1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:003:007:0011:0015:00
Peter H. DiamandisJensen Huang Launches an Open AI Alliance, Anthropic & OpenAI Team Up in DC, Kimi K3 Goes Global2 mentions · 0▲ 1▼ 1○ · 2 months ago
0:0015:0030:0045:001:00:00
TBPNRSI Is Closer Than People Think, Per Tae Kim1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
SemiAnalysisEp. 022 - Market Drawdown, Historic Bubbles, Funding The Buildout, AI Politics (Doug is Back)1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
TBPNOpen Source vs. Closed Source, NVIDIA Backs SSI, YC Startup School Fills Stadium | Diet TBPN1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
The InformationInside Claude Opus 5, Open-Source AI Regulation, Google’s Chip Financing Strategy1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
The InformationWhy Claude Code Still Dominates1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
TBPNBig Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:007:0015:0022:0030:00
TBPNLetter Enthusiasts, $250B, Mega-Startup School, SSI x Nvidia, ETN Raises $1.6M1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:007:0015:0022:0030:00
20VCLeading Anthropic's Seed Round | Do Margins Matter in AI & Why Series A is Hard | Matt Murphy2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
The InformationClaude Opus 5 vs ChatGPT 5.61 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
All-In PodcastThe Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?2 mentions · 0▲ 2▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Peter H. DiamandisThe Hugging Face Breach, Moonshot AI Valued at $20B, and Living to 1,759 Years Old | EP #2731 mentions · 0▲ 1▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Joe LonsdaleAmerica’s $700 Billion Defense Tech Rebuild1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:002:005:007:0010:00
TBPNAMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
itnigOpenAI, Anthropic y Mistral: la guerra por controlar la IA | Última Tertulia de Itnig1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:0022:0045:001:07:001:30:00
Y CombinatorThe Model-Agnostic AI Platform Betting That No Single Lab Will Win1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:005:0010:0015:0020:00
TBPNAMD CEO Lisa Su Live on TBPN2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0013:0027:0041:0055:00
Bloomberg TechOpenAI's AI Hack, AMD's Anthropic Bet & Apple's Next Macs | Bloomberg Tech 7/22/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
The InformationUS AI Policy Debate Reignited by Kimi K3, Where Anthropic is Lagging, AMD’s New Helios AI System1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
SemiAnalysisEp. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
Bloomberg TechNvidia Ships New AI Chips as Washington Eyes China | Bloomberg Tech 7/21/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
Limitless PodcastKimi K3 Just Changed Everything...1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
The InformationWhere Anthropic is Behind OpenAI and Google1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:002:005:007:0010:00
Peter H. DiamandisChina's Kimi K3 Triggers an AI Sputnik Moment, 2.8 Trillion Parameters Go Open Source | Ep. 2721 mentions · 0▲ 1▼ 0○ · 2 months ago
0:007:0015:0022:0030:00
SemiAnalysis[Emergency Episode] Moonshot’s Kimi K3 has Arrived! China has a Frontier Model1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:005:0010:0015:0020:00
The InformationThis Model is Better than Claude and ChatGPT1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Bloomberg TechChina's Moonshot, Netflix's Slump & Greylock's $1.5B Bet | Bloomberg Tech 7/17/20261 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
The InformationIs ChatGPT 5.6 Actually That Good?1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:005:0010:0015:0020:00
The InformationWill Millions of People Actually Pay for ChatGPT?1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:002:005:007:0010:00
The InformationWhy Google Will Win the AI Race1 mentions · 0▲ 0▼ 1○ · 10 months ago
0:003:007:0011:0015:00
The InformationMicrosoft & Nvidia Invest in Anthropic, Google Gemini 3.0, Jeff Bezos’ AI Startup | Nov 18, 20251 mentions · 0▲ 0▼ 1○ · 10 months ago
0:003:007:0011:0015:00
The InformationARK Invest’s Brett Winton on AI’s Next Phase, Amazon Pharmacy Ambitions, iPhone Delay | Nov 11, 20251 mentions · 1▲ 0▼ 0○ · 11 months ago
0:005:0010:0015:0020:00
The InformationAnthropic Projects Cost Advantage over OpenAI1 mentions · 0▲ 0▼ 1○ · 11 months ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenDario Amodei - CEO of Anthropic | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:005:0010:0015:0020:00
In Good Company with Nicolai TangenAdam Selipsky – CEO of Amazon Web Services | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 3 years ago
0:006:0012:0018:0025:00