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Editor's Note: The story has been refreshed with the latest market price action and a revised headline.
Anthropic's reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons from ***** e Exploration Technologies Corp.'s turbulent transition from private-market darling to public company, says Dr Chan Ahn, founder and CEO of Tessera PE and a former Goldman Sachs and JPMorgan executive.
The central question is whether the economics of Anthropic's business can justify the numbers that would make it one of the world's most valuable companies.
Dr. Chan Ahn says Anthropic would need roughly $725 billion in revenue by 2036 to justify a $2 trillion valuation, ***** uming a 10% cost of equity, a 25% free cash flow margin and a 25x terminal multiple. At a 13% discount rate, the revenue requirement rises to about $950 billion.
#billion
Editor's Note: The story has been refreshed with the latest market price action and a revised headline.
Anthropic's reported potential $2 trillion valuation would require investors to underwrite an extraordinary combination of growth and margin expansion, while also taking lessons from ***** e Exploration Technologies Corp.'s turbulent transition from private-market darling to public company, says Dr Chan Ahn, founder and CEO of Tessera PE and a former Goldman Sachs and JPMorgan executive.
The central question is whether the economics of Anthropic's business can justify the numbers that would make it one of the world's most valuable companies.
Dr. Chan Ahn says Anthropic would need roughly $725 billion in revenue by 2036 to justify a $2 trillion valuation, ***** uming a 10% cost of equity, a 25% free cash flow margin and a 25x terminal multiple. At a 13% discount rate, the revenue requirement rises to about $950 billion.
#billion
2 months ago
