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Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 (Eric Newcomer/Newcomer) from Techmeme RSS feed.
Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 (Eric Newcomer/Newcomer)
Eric Newcomer / Newcomer:
Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 — We talk about it & more on the Cerebral Valley Show — In a presentation to prospective investors in January, Coatue offered a rare look …