Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030
We talk about it & more on the Cerebral Valley Show — In a presentation to prospective investors in January, Coatue offered a rare look …
JUST IN: Coatue told the investors it was pitching that Anthropic could be worth $2.413 trillion in 2031. In February, Coatue co-led a $30 billion Series G investment in Anthropic that valued it at $380 billion. More from @EricNewcomer: [image]
They are aiming for a 108x price-to-sales ratio, assuming revenue remains stagnant for the next four years. I don't foresee a scenario where they double their revenue from the previous year in a straight line for four consecutive years. — bsky.app/profile/tech... [embedded po…