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After Anthropic's valuation reached $965 billion, the most anxious weren't Google, but ordinary workers
After Anthropic's valuation soared to $965 billion, the AI industry has fully entered the "gods fighting" stage.
Previously, everyone thought AI was just a tool;
Now, the capital market has started to treat AI as the "new era fundamental energy."
What is the most genuine change?
In the past, companies held meetings to discuss cost reduction and efficiency;
Now, the first sentence in meetings becomes:
"Have we integrated AI?"
If not integrated, bosses are anxious;
If integration is slow, investors are anxious;
If integrated incorrectly, programmers are even more anxious.
Because AI is no longer just a tech hotspot, but a new belief in the capital market.
And the core reason for Anthropic's explosive valuation this time is:
The market believes that the biggest future business entry point might not be apps, but AI models.
What does that mean?
In the future, users may no longer actively search but directly ask AI;
Future office software might be reconstructed by AI;
Even e-commerce, finance, healthcare, and education could be reshuffled.
So, capital is starting to bet wildly.
And Anthropic is particularly noteworthy because it has always focused on "safe AI."
This direction may not be as explosive as "the most powerful models," but it particularly meets the needs of large enterprises.
Because what big companies fear most is not that AI isn't smart enough, but that AI is too outrageous.
Many companies have now realized:
AI giving wrong answers isn't scary; what's scary is that it answers with extreme confidence.
Therefore, "safety" and "trustworthiness" are becoming the new core competitiveness in the AI industry.
The most interesting thing is that now ordinary people are also beginning to show obvious changes.
College students are starting to learn AI tools;
Office workers are beginning to compete with prompts;
Freelancers are even starting to "become one-person companies."
Things that used to require a team can now be done by one person with AI.
So, many netizens are jokingly saying:
"The future isn't AI replacing humans, but people who know how to use AI replacing those who don't."
Of course, market controversy is also growing.
Some think AI valuations are already too crazy;
Others believe this is just the beginning.
But the simple rule of history is:
Every technological revolution at its start looks like a bubble.
The early internet era was like that;
The smartphone era was like that;
The new energy era is also like that.
The only difference is, some bubbles will burst in the end, while others will become the core assets of a new era.
And right now, the biggest fear on Wall Street is only one thing:
If AI truly reshapes the world, and they haven't bet early, that would be the real big missed opportunity. #Anthropic估值达9650亿美元