Thanks for the post. Of your caveats, I’d guess 4(d) is the most important:
Generative AI is very rapidly progressing. It seems plausible that technologies good enough to move the needle on company valuations were only developed, say, six months ago, in which case it would be too early to see any results.
Personally, things have felt very different since o3 (April) and, for coding, the Claude 4 series (May).
Thanks for the post. Of your caveats, I’d guess 4(d) is the most important:
Personally, things have felt very different since o3 (April) and, for coding, the Claude 4 series (May).
Anthropic’s run-rate revenue went from $1B in January to $5B in August.