Anthropic’s rise is giving some OpenAI investors second thoughts

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FinBERT analysis of financial text showing neutral sentiment with 94.1% confidence.

Sentiment
Neutral
AI Confidence
94%
Time Horizon
Short Term

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One investor who has backed both companies told the FT that justifying OpenAI's recent round required assuming an IPO valuation of $1.2 trillion or more — making Anthropic's current $380 billion valuation look like the relative bargain.

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Original article published by TechCrunch on April 15, 2026.
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