/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
TEXXR

Chronicles

The story behind the story

days · browse · Enter similar · o open

Sources: Sequoia plans a big investment in Anthropic, joining a round led by GIC and Coatue, which are investing $1.5B each, as Anthropic aims to raise $25B+

Silicon Valley investor to write first cheque for AI start-up after recent leadership overhaul

Financial Times George Hammond

Discussion

  • @bwnash Brian on bluesky
    Thing is, code tools have never been the basis of a durable, profitable business on a scale that would justify a $multibillion valuation.  They tend to be $100-200m businesses that last 4-5 years, then get bulldozed by shifts in languages and new design schemas.
  • @tyleraking.com Tyler King on bluesky
    I seem to remember some axiom about throwing good money after bad...? [embedded post]
  • @johnholland John Holland on bluesky
    The reason for this is that Anthropic is the closest one to a business model: assisted coding.  They have real satisfied customers using it in real world environments successfully.  [embedded post]
  • @edzitron.com Ed Zitron on bluesky
    What happened to the “up to $15bn” from Microsoft and NVIDIA?  Did it go the way of OpenAI's fictional $100bn investment from NVIDIA?  Most of the post-2018 VC vintages are underwater, and at this valuation, what, that's a 2x multiple?  These companies stink! [embedded post]
  • @ricburton @ricburton on x
    Realtors of San Francisco Start your engines
  • @thedealdirector @thedealdirector on x
    Anthropic is likely going to try and raise $25B from Sequoia, GIC and Coatue, doubling their valuation to $350B. With this tempo they are going to go public at $350-$400 a share. [image]
  • @dineshgovender Dinesh Govender on x
    Very, very interesting. Probably signals that in a very large winner-takes-all outcome for AI companies, Sequoia is positioning to win through hedging (except if the winner is Google). (Less probable: that they view OpenAI as less likely to win.) Sequoia to invest in Anthropic,
  • @shortsqueeznews @shortsqueeznews on x
    BREAKING: Sequoia Capital is reportedly joining a blockbuster $25B funding round for Anthropic. VCs usually avoid backing direct competitors. Sequoia already backs OpenAI and xAI, and now it's backing Anthropic. Sequoia's new rule: pick all the winners. [image]
  • r/technology r on reddit
    Sequoia to invest in Anthropic in a $25 billion funding round at valuation of $350 billion