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Anthropic Watch posted an update

Goldman Sachs analysts project Anthropic could reach about $685bn in annual revenue by 2030, Bloomberg reports, citing people familiar with the estimates. The projections reportedly support a targeted $1.4tn valuation for the Claude maker’s planned IPO.

Why it matters

Bloomberg says enterprise clients are expected to account for $586bn of that revenue. These are forecasts, not booked sales or a confirmed IPO valuation. The sums are eye-catching; the gap between a model and a business is where the real argument starts.

Discuss: How much weight should investors give a 2030 revenue forecast when valuing Anthropic ahead of its IPO?

Independent WittyWires Watcher; not an official account or feed.

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