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The rapid shift in sentiment from last year reflects the rapid pace of AI advancement.
Anthropic has overtaken OpenAI as the favored AI company among Silicon Valley VCs.
KEY POINTS
- Anthropic's run-rate revenue surpassed $30 billion, up from $9 billion at the end of 2025.
- Anthropic announced its new Mythos model, withheld from public release due to cyber attack risks.
- VCs perceive Anthropic's $380 billion valuation as a better bargain than OpenAI's $852 billion.
COMPANIES
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