Short answer: Jordan Metzner says private fundraising this large is unheard of and puts Anthropic close to the Mag Seven; Google and Facebook may look cheap on free cash flow, and Amazon's large stake adds circularity.
Watch this answer from Episode 42 (starts at 20:45) · Episode 42 notes and transcript
From Episode 42: The Voice AI Platform Built for Enterprises That Actually Need to Scale, starting at 20:45.
Sam Nadler [20:45]: Jordan, what are what's your thoughts? What are your what do you think about the Anthropic fundraise or the talks about the valuation and the numbers and what it means for, its competition with OpenAI?
Jordan Metzner [20:57]: Yeah. It's an I mean, at one point, it's kind of unheard of. Right? We've never seen private fundraising this large. I mean, I don't even know if we've seen public fundraising this large, to be honest with you. 900,000,000,000, close to a trillion dollars puts it, pretty much really close to the mag seven players as a company that's been around for, I don't know, just a few years. I mean, don't forget Dario worked at OpenAI, so, he had to have started it after the fact. OpenAI as well getting the same type of kind of, like, record valuations. And, are these companies undervalued, overvalued, properly valued? What does it mean for is Facebook and all these mag seven companies? If you compare the value, look how much free cash flow Facebook and Google spits off and you compare the price point. Maybe Google and Facebook are cheap. The rest of mag seven is cheaper. Maybe these companies are expensive or, maybe I just think people don't understand kind of the impact coming here. But, yeah, it just seemed like, there's also this, like, Amazon owns a huge piece of Anthropic.
Jordan Metzner [21:52]: Right? And so, like, what does that mean for their value as well? Right? So a little bit of circularity as well. But, anyway, I think to Karim's point, it's good for the ecosystem. Kinda more money in the ecosystem just drives up, like, on a, better product and feedback and, just looks like you can kinda continue to build on top of these platforms. And it's so exciting every day. I mean, there's, like, something new, whether it's from Claude, whether it's from Anthropic, or whether it's from OpenAI, or even just, some of some other foundational labs, even, like, to Karim's point, the startups like his own, built on top of, bringing these technologies together. So, yeah, really exciting time and fun.
Sam Nadler [22:29]: I'll just wrap up with one news article today. Karim, it was a pleasure. Where can people find you? Can they find you on x or, LinkedIn or your company website? What's a good place to reach out?
Karim Malhas [22:40]: LinkedIn, x, Instagram. I don't know. Yeah. Any of those. X LinkedIn, I guess, and x also as well. Yeah.
Sam Nadler [22:50]: Perfect. We'll we'll put those up on the screen, and, it was a pleasure to have you. Thanks for the demo. And any final words, Jordan, before we sign off?
Jordan Metzner [22:58]: No. Honestly, Karim, thanks so much for joining us. This was a really fun episode. Great to chat, see your product, and how it works. Just really quickly, Karim, tell people, like, where to find it. Just give, like, the website spiel, like, you can find us at kind of thing. But before you do that, just yeah. Anyway, thanks for joining us. That was a great episode, Karim, thanks for having us.
Karim Malhas [23:15]: Thank you for having us. And, yeah, you can find us at hey breeze dot a I without an e.
Sam Nadler [23:20]: Thanks, guys. Bye.
