After Anthropic's valuation soared to $965 billion, there are only two types of people in the AI circle: those who have already jumped on board, and those who regret not doing so.

After Anthropic's valuation hit $965 billion, the tech world’s atmosphere suddenly resembled a World Cup final.
Everyone is talking about AI.
Previously, entrepreneurs met to discuss funding;
now the first thing they ask when they meet is:
"Which model are you integrating with?"
AI has transformed from a tech concept into a new era "social currency."
The most exaggerated thing is that many companies, even if their business isn't closely related to AI, try to find ways to piggyback on it.
Coffee shops claim they have "AI site selection";
E-commerce companies say they have "AI operations";
Even recruitment ads now start with "Prioritize understanding AI."
Because the current capital market logic is very simple:
If you don’t talk about AI, no one listens;
If you talk about AI, your valuation will rise first.
And the reason Anthropic can be so highly praised is mainly because — it feels like the future infrastructure.
In the past internet era, everyone fought over browsers, operating systems, search engines;
Now in the AI era, everyone is fighting for the "big model entry point."
Whoever can become the provider of fundamental capabilities may hold the most terrifying voice in the future.
And Anthropic’s focus on "safe AI" hits the pain point for institutions precisely.
Because what companies are truly worried about isn’t that AI won’t do the work, but that AI will do things too absurdly.
So compared to those "radical route" companies, Anthropic is more like the "steady" faction in the AI industry.
But here’s the problem:
$965 billion means the market isn’t looking at the present anymore, but betting on the next ten years.
This level of valuation is essentially close to a "faith in the era."
The funniest thing is that now many ordinary workers are also starting to compete in AI.
In the past, they secretly watched dramas at work;
now they secretly study prompts.
The entire internet is filled with a strange atmosphere:
If you don’t know AI, it’s as if you’ll be unemployed in the next second.
But history repeatedly proves that at the beginning of every technological revolution, the market will go crazy first.
The internet bubble was like that;
new energy was like that;
and now AI is the same.
The difference is, some bubbles will eventually burst, while others will turn into a new era.
So what the capital fears most now isn’t the AI bubble itself.
It’s:
What if AI really changes the world, and I didn’t buy in?
#Anthropic估值达9650亿美元