Feb. 12 at 5:28 PM
Anthropic is set to close a
$20B funding round at a valuation of
$350B - Coatue Mgmt & Singapore’s GIC which are leading the financing & each expected to put in about
$1.5B. Investors including Peter Thiel’s Founders Fund, D.E. Shaw & Co. & Dragoneer Investment Group are also particpating. Lightspeed Venture Partners, Menlo Ventures & Sequoia Capital are also expected to invest in the round
Rumour: The deal was oversubscribed
Note: 75% of the round is essentially a "compute-for-equity" swap from
$MSFT &
$NVDA - not cash
That valuation nearly doubles Anthropic’s prior value from 6 months ago.
Anthropic rev run rate hit over
$9B at the end of 2025 (was
$4B in July 2025)
Note:
$AMZN is the largest external shareholder & initial
$8B investment is worth over
$60B (~3.2% of EV)
$GOOGL $3B intial investment now worth over
$49B (~2.1% of EV)
$ZM initial investment of
$51M now worth b/n
$2B-
$4B (~17.4% EV)
