Anthropic at $380B, and the irony burns.
By Maxime Laurent · 2026-02-14 11:49
Anthropic at $380B, and the irony burns.
Anthropic raised $30B at a $380B valuation. Meanwhile, FTX once held ~8% — now worth ~$30B.
I woke up, made my coffee, checked the markets… and then saw this number: $380 billion. Not for a Layer 1. Not for a DeFi protocol. For an AI company. And suddenly, the crypto world and the AI world felt strangely connected again. 🤯
Anthropic just closed a massive Series G round, raising $30B and pushing its valuation to $380B. The capital will fuel research, infrastructure, and scaling enterprise solutions around Claude. Serious, long-term ambition. Not a meme round. Not hype. Pure industrial AI expansion.
But here’s where it gets deliciously ironic.
Back in 2021, FTX invested $500M into Anthropic, securing around 13.5% of the company. That stake later diluted to roughly 8%. After the collapse, the bankruptcy estate sold that stake for $1.3B.
At the time, that looked like a solid recovery move. Quick liquidity. Damage control.
But today?
At a $380B valuation, that same ~8% would be worth around $30B.
Thirty. Billion.
That’s not a missed 2x. That’s generational wealth evaporated because of timing, leverage, and chaos. Crypto teaches this lesson again and again: conviction without structure is fragile.
It also shows something deeper.
We’re watching capital rotate. The same speculative energy that once flooded into $BTC, $ETH, and every shiny token is now pouring into AI infrastructure. Big money wants exposure to foundational tech. And AI is becoming the new base layer narrative.
But here’s my take: this isn’t AI vs crypto.
It’s AI + crypto.
Decentralized compute, tokenized AI models, on-chain verification, autonomous agents transacting in $ETH or $SOL — that convergence hasn’t even started properly yet. The real crossover cycle could be explosive.
For now, though, the FTX-Anthropic story feels like a modern Icarus tale. A reminder that markets reward patience… but only if you survive long enough.
Ça fait réfléchir. 🔥
#AI #Anthropic #FTX #Crypto #VentureCapital #BTC #ETH
Anthropic raised $30B at a $380B valuation. Meanwhile, FTX once held ~8% — now worth ~$30B.
I woke up, made my coffee, checked the markets… and then saw this number: $380 billion. Not for a Layer 1. Not for a DeFi protocol. For an AI company. And suddenly, the crypto world and the AI world felt strangely connected again. 🤯
Anthropic just closed a massive Series G round, raising $30B and pushing its valuation to $380B. The capital will fuel research, infrastructure, and scaling enterprise solutions around Claude. Serious, long-term ambition. Not a meme round. Not hype. Pure industrial AI expansion.
But here’s where it gets deliciously ironic.
Back in 2021, FTX invested $500M into Anthropic, securing around 13.5% of the company. That stake later diluted to roughly 8%. After the collapse, the bankruptcy estate sold that stake for $1.3B.
At the time, that looked like a solid recovery move. Quick liquidity. Damage control.
But today?
At a $380B valuation, that same ~8% would be worth around $30B.
Thirty. Billion.
That’s not a missed 2x. That’s generational wealth evaporated because of timing, leverage, and chaos. Crypto teaches this lesson again and again: conviction without structure is fragile.
It also shows something deeper.
We’re watching capital rotate. The same speculative energy that once flooded into $BTC, $ETH, and every shiny token is now pouring into AI infrastructure. Big money wants exposure to foundational tech. And AI is becoming the new base layer narrative.
But here’s my take: this isn’t AI vs crypto.
It’s AI + crypto.
Decentralized compute, tokenized AI models, on-chain verification, autonomous agents transacting in $ETH or $SOL — that convergence hasn’t even started properly yet. The real crossover cycle could be explosive.
For now, though, the FTX-Anthropic story feels like a modern Icarus tale. A reminder that markets reward patience… but only if you survive long enough.
Ça fait réfléchir. 🔥
#AI #Anthropic #FTX #Crypto #VentureCapital #BTC #ETH
Disclaimer: This content is for informational purposes only and not financial advice.