Aug. 18 at 3:21 PM
$DXYZ 18.1% of their portfolio (
$100M of Anthropic) was purchased in February when Anthropic had a run rate of ~
$14B they bought in at an official company valuation of
$380B ... now Anthropic has a valuation floating between
$2T -
$3T with a run rate of
$65B as of July (will be even higher when they IPO). The fundamental value of the assets DXYZ holds has structurally exploded. Expect to see a similar (or even larger) price jump like we saw from
$SPCX IPO when this ran from ~
$30 to ~
$70 on retail FOMO. https://www.cnbc.com/2026/08/17/anthropic-says-annualized-revenue-climbed-to-65-billion-in-july.html
