- Anthropic now anticipates annual revenue to increase around fourfold in 2026, attaining around $18 billion.
- Bitcoin is continuously showing a robust relation with software stocks. Private credit flows mainly influence this relationship
The biggest opponent of OpenAI, Anthropic, has formally publicised a milestone of a $30 billion fundraising round. After this deal, the post-money valuation of the company reaches $380 billion, underlining the robust pull of capital into the AI sector
Beyond the headline number, though, reside complex second-order effects that could put pressure on the crypto market. Anthropic has officially accepted that it has raised $30 billion in a Series G round at a valuation of $380 billion
The round was mainly headed by GIC and Coatue with prominent investors such as Founders Fund, Sequoia, BlackRock, Temasek, and others. The financial momentum of the company has picked up. The run rate of the revenue has attained $14 billion, widening over tenfold annually in the last three years
Claude Code has attracted strong enterprise traction, with 8 of the Fortune 10 firms now using Claude. The number of customers spending over $1 million every year has increased from 12 to more than 500
Software Stocks are Struggling
Anthropic now anticipates annual revenue to increase around fourfold in 2026, attaining around $18 billion. As AI tools are capable of autonomously implementing complex tasks, demand for traditional software is probably to fall sharply
Rather than paying monthly subscriptions for dozens of SaaS products, enterprises may heavily depend on a sole general-purpose AI assistant to manage operations. Bloomberg has noted that progress in new AI automation tools from Anthropic provoked a sell-off of up to $285 billion in software stock market capitalisation in the first week of this month
On the other hand, Bitcoin is continuously showing a robust relation with software stocks. Private credit flows mainly influence this relationship
The analyst Jim Bianco mentioned that software stocks are struggling again today. $IGV is basically back to the panic lows witnessed last week. He also asked to not forget another type of software, programmable money crypto and Bitcoin with the software index. They are the same thing
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