Short answer: Sam Nadler says Anthropic is reportedly raising $30 billion at a $900 billion valuation, which he believes trails only SpaceX among private companies. Karim Malhas calls it David and Goliath, a young company threatening Google.
Watch this answer from Episode 42 (starts at 17:08) · Episode 42 notes and transcript
From Episode 42: The Voice AI Platform Built for Enterprises That Actually Need to Scale, starting at 17:08.
Sam Nadler [17:08]: Anthropic about to raise another 30,000,000,000. I think what is shocking is the valuation at a $900,000,000,000 valuation. If I'm not mistaken, that would make it the second most valuable private company in the world, just second to SpaceX. Could be mistaken there, but that's what I quickly gathered. I think this would also surpass the OpenAI valuation. But just, I think Anthropic's success throughout 2026 has just been phenomenal. And with Cowork and Claude Code, we use both over here, Karim, Codex, and Claude Code. But, just curious what you guys think about this news.
Karim Malhas [17:49]: It's wonderful news. I love it. It's David and Goliath. I was in San Francisco in October for Tech Week, and I was standing there in I forgot which event on the one of the big towers. I was looking outside. Was like, this is the capital of the world now because new gods are being created, David and Goliath, and this proves it. This is it. Look at it. This is a company that started, I don't know, five years ago that is actually threatening Google, actually threatening them Because you don't go to Google now to ask it any question. And the idea that Google is investing in them and Microsoft is investing in OpenAI is showing you that this is the world that is changing. And I genuinely think the next two years, new. It's a genuine change that has never happened in the history, and it is hitting every industry. This is not like when, like, Internet came out. Oh, you can take your time. It's like if you don't do it, someone is gonna do it tomorrow, so you better do it quickly.
Karim Malhas [18:44]: This is the mentality now. It's not and, like, no. And it's not an and people are scared of AI coming and, like, taking over. No, man. It's somebody who knows how to use AI.
