2026-01-08 10:00:15

This phenomenon of AI financing valuation is indeed quite heartbreaking. OpenAI's latest valuation has already surged to $500B (confirmed secondary share sale in October 2025), and there are recent rumors that the valuation during fundraising could reach $750B. In comparison, Anthropic's last round of financing valued the company at $183B, with a target price directly aiming at $350B—these two international large models' ambitions and capital attention are not on the same level. Conversely, domestically, the top large model Zhipu launched but broke the IPO, making this contrast even more striking. The scale of financing, valuation imagination space, and market recognition seem to be more than one level apart. It must be said that the valuation differentiation in the AI track is indeed quite brutal.

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GateUser-2fce706c

· 15h ago

I've already said that domestic large models are overestimated. The valuation logic of OpenAI and Anthropic is completely different. This wave of divergence has just begun, and those who understand are quietly adjusting their positions. It's not surprising that Zhipu's stock price fell below the offering price. I didn't expect it to be that high in the first place. On the contrary, OpenAI's direct rise to 750B is where the real wealth code lies. I've told my friends about this a long time ago. The high ground of AI competition is not about the number of funding rounds; the core is who can take the lead in controlling the discourse. Now the answer is very clear. While others are still debating valuation numbers, I'm concerned about the market recognition gap reflected behind this — that's the most terrifying part. Domestic players are still in the PPT fundraising stage, while others are already moving towards commercialization. Can this gap be bridged? Honestly, if at this point you still can't see the big picture clearly, missing out is not just about a wave of market opportunities. The recent valuation increase of OpenAI shows that capital has already voted. It will be very difficult for latecomers to turn the tide.

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MemeCoinSavant

· 01-08 10:28

according to my sentiment analysis of openai vs anthropic valuations, we're witnessing peak memetic divergence in the ai funding landscape... $750B thesis looking extremely based compared to zhipu's spectacular rug (data shows p < 0.042 significance level)

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TokenSleuth

· 01-08 10:24

To be honest, OpenAI's valuation is a bit outrageous. 750 billion is really the upper limit... The failure of Zhipu's IPO clearly indicates the issue; the funding enthusiasm domestically is a completely different concept.

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MetaverseLandlady

· 01-08 10:06

The part about breaking below the price really hit hard. Here in China, we're still stuck in a price war, while the Americans are already competing for $750B... This gap is not just a level or two apart.

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