Gerstner cites hyperscaler revenue growth: Amazon 28%, Azure 39%, Google 63%, and Anthropic at historic rates.
“28% revenue growth out of Amazon at tremendous scale or 39% for Azure, 63% for Google, extraordinary. And of course, Anthropic is adding revenues at rates we've never seen before.”
Gerstner predicts Anthropic and OpenAI will go public within twelve to eighteen months.
“Over the course of the next twelve to eighteen months, both Anthropic and OpenAI will come public would be my guess.”
Gerstner says Anthropic raising $5B at $170B valuation on $5B revenue, unprecedented venture scale.
“I think that Iconic is going to lead a $5,000,000,000 round into Anthropic at $170,000,000,000 In the case of Anthropic, it's, you know, 170,000,000,000 on rumored $5,000,000,000 in revenue.”
BG2 Pod
“And and I playing around with credit card data, I think OpenAI is about 2,000,000,000, Anthropix about a 100,000,000, and Perplexity is at like 25,000,000. Yeah. Just I'm guessing”
Gerstner predicts Anthropic models will match GPT-4 and 4.5 turbo quality in the near term.
“They're gonna have models which are every bit as good, you know, in the near term as chat GPT four and four point five turbo, etcetera.”
post Gerstner calls $450B Anthropic 2027 exit run rate too aggressive, sees $250B as achievable base case
https://x.com/altcap/status/2089397992252178446
post Gerstner calls $450B Anthropic 2027 exit run rate too aggressive, sees $250B as achievable base case
https://x.com/altcap/status/2089397992252178446
post Gerstner says frontier model revenues are needed to fund $1-2T annual capex buildout of American AI
https://x.com/altcap/status/2084265833774088591
post Gerstner says Anthropic and OpenAI revenue scaling is 10x faster than Google and Meta at comparable scale
https://x.com/altcap/status/2087531768408572006
post Gerstner counters slowdown narrative, calling OpenAI and Anthropic the fastest growing companies at scale in history
https://x.com/altcap/status/2086105341826056273
post Gerstner says many Anthropic VCs plan to buy more shares in the IPO rather than sell
https://x.com/altcap/status/2088035788584030285
post Gerstner says many Anthropic VCs plan to buy more shares in the IPO rather than sell
https://x.com/altcap/status/2088035788584030285