The last time my brother and I were discussing about anthropic, they were worth 90B$, and that was a month ago, he asked chatgpt in the middle of the conversation, either it was a sneaky sabotage from gpt or my memory is fuzzy but I thought that 90b$ was really underrated for anthropic given the scaleAi deal or windsurf/cursor deals.
>I thought that 90b$ was really underrated for anthropic
That was true when the tech leadership was an open question and it seemed like any one of the big players could make a breakthrough at any moment that would propel them to the top. Nowadays it has pattered out and the market is all about sustainable user growth. In that sense Anthropic is pretty overvalued, at least if you think that OpenAI's valuation is legit. And if you think OpenAI is overvalued, then Anthropic would be a no-go zone as an investor.
Note that it was before kimi k2 (I think) and as such back when anthropic was truly the best in class back then at coding and there wasn't any competition and every day on Hackernews would be filled about someone writin something about claude code.
And the underrated comparison was more towards the fact that I couldn't believe scaleAi's questionable accquisition by facebook and I still remember the conversation me and my brother were having which was, why doesn't facebook pay 2x, 3x the price of anthropic but buy anthropic instead of scaleAI itself
well I think the answer my brother told was that meta could buy it but anthropic is just not selling it