AI safety company building frontier models. Flagship product Claude competes with GPT and Gemini.
Claude's reasoning capabilities are genuinely best-in-class. The safety positioning isn't just marketing — it's becoming a competitive moat as enterprise customers demand responsible AI. Amazon partnership provides massive distribution.
At $60B with unclear path to profitability, this is a faith-based investment. Compute costs are enormous. Open-source models from Meta are closing the gap fast. Google is both investor and competitor — that's a ticking time bomb.
I think LLM is too competitive. But Anthropic is good because of it's strong ethics
Claude是我最喜欢的AI工具
全世界估值最高的大模型
I prefer Claude for coding tasks — its huge context window and Artifacts feature really help.
While GPT models are sometimes smarter, I really don't like their style. Claude just writes much more pleasantly.
我用Claude 3.5 Sonnet做LeetCode题,感觉它把GPT-5.2直接秒了
I like that Claude's answers are clear and keep context in long chats — though sometimes I find it overly cautious and verbose.
As a technical founder, Claude Code has the best "vibe" for me right now. Anthropic keeps polishing real workflows instead of flashy demos.
我最不满的是消息/会话限制、不同产品间上下文不互通,还有图像生成能力偏弱
In my due diligence I found 8 of the Fortune 10 are Claude customers, and Claude Code alone is generating $2.5B in annualized billings. I haven't seen enterprise penetration move this fast anywhere else.
With $47B run-rate revenue and the margin profile we underwrote, the question isn't whether they hit a trillion, it's whether the mark is conservative.
我认为亚马逊和谷歌这轮是三重获利:既是云房东又是芯片供应商,还是股东,Anthropic估值一涨,这三条线全部受益
My own opinion, if gross margins hit 77% and revenue reaches $70B by 2028, the long-term bull case easily clears $1 trillion-plus.
I think $965B already prices in flawless execution, on top of $180B+ in compute commitments and a Pentagon supply-chain risk designation no other tech company has ever gotten, and that combination worries me.
My take: revenue is growing fast, but so is the burn.
我一开始对Claude印象很好,付费后却很快就撞上消息数量限制,尤其是对话没能几轮内解决的时候,这让我很不爽
我几乎不懂编程,但靠Claude写出了200多行能高效浏览网页的代码
I like that Claude gives thoughtful, well-structured responses even to complex prompts.