ANTHROPIC

Founded in 2021 by former OpenAI research leaders including siblings Dario and Daniela Amodei, Anthropic builds the Claude family of AI models and positions itself around AI-safety research. It has become one of the world's most valuable private companies, reportedly valued near $380 billion after a February 2026 funding round, and its fast-growing enterprise revenue makes it a direct rival to OpenAI for cloud and chip demand.

CEO Dario Amodei · Founded 2021 · HQ San Francisco, USA · Exchange 비상장 · Website anthropic.com

Predictions & track record (7)

• Awaiting grading Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 YearsCheck whether Alphabet's free cash flow turns positive again in Q3, and whether SpaceX holds its current share price (around $110s).
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
• Awaiting grading Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Grade around mid-2027 whether Huawei's chip software ecosystem (DeepSeek's compiler and TileLang tooling) has closed the gap with CUDA as Wenfeng predicted, and whether Nvidia's China-exposed growth underperformed as a result.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.
• Awaiting grading Bilello asks: are we in an earnings bubble?Grade after full-year 2026 results: did S&P 500 realized EPS growth come in near the ~24% expectation, or well below?
• Awaiting grading SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and AnthropicScore at end of 2026: does Meta actually have more AI compute than OpenAI and Anthropic, as SemiAnalysis projects?

16 related posts

• Watch Google Posted a Record Quarterly Profit, and Its First Negative Cash Flow in 21 Years Charlie Bilello · 2026-07-28
• Watch Closed AI blocked the breach investigation. Why is Nvidia betting security on openness? Jensen Huang (@JensenHuang) · 2026-07-27
• Bull SK hynix agrees to $750 billion five-year memory supply deal with Nvidia, Samsung signs separate $200 billion MOU with Broadcom Jukan (@jukan05) · 2026-07-25
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• Watch Jensen Huang joins X and uses his first post to back open AI models alongside closed ones Jensen Huang (@JensenHuang) · 2026-07-24
• Bear Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Watch Samsung reportedly in talks to invest up to €1B in France's Mistral AI at a €20B valuation Jukan (@jukan05) · 2026-07-22
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Bull Serenity smells more AI capex coming, frontier models are out of capacity Serenity (@aleabitoreddit) · 2026-07-19
• Half of America is quietly using Chinese AI: what OpenRouter's real usage data shows 메르 (ranto28) · 2026-07-17
• Bear Bilello asks: are we in an earnings bubble? Charlie Bilello · 2026-07-14
• Anthropic vs Alibaba: was Qwen's open-weight crown earned or distilled? 메르 (ranto28) · 2026-07-14
• Bull SemiAnalysis: inside Meta's five-front, multi-gigawatt bid to catch OpenAI and Anthropic SemiAnalysis · 2026-07-09
• Zuckerberg opens Meta's model API: agentic performance at a discount Mark Zuckerberg (@finkd) · 2026-07-09
• Watch AI made code cheap and private credit shook. Is this a real credit event, or just nerves? Howard Marks (Oaktree) · 2026-04-09