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Models & ResearchAI AgentsAI DevelopmentInfrastructure & HardwareImage, Video & AudioRobotics & Autonomous SystemsBusiness & IndustryPolicy & RegulationSafety & SecurityBenchmarks & EvaluationOpen Source & CommunityAI in Society
Robotics & Autonomous SystemsBusiness & IndustryPolicy & RegulationSafety & SecurityBenchmarks & EvaluationOpen Source & CommunityAI in Society

5 NovBusiness & Industryaswathdamodaran.substack.com

The Anthropic Feedback Loop: Cost of Capital Diversions and Delusions...

AIAI-generated summary Following pushback on an earlier post, the author reviewed the Anthropic valuation model to address feedback on capital costs and other inputs. The updated equity value for Anthropic is $1.45 trillion, reflecting adjusted trailing figures and ongoing considerations regarding commitments and dilution.

Read at aswathdamodaran.substack.com

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