Rittenhouse Research(@RHouseResearch):Pretty big fumble for Anthropic not to have done a massive round in July-August.. Makes little sense that they raised just $65B (lol) in May after OAI did $122B a few months earlier, even though Anthropic had all of the momentum at the time..

Rittenhouse Research

@RHouseResearch

AI infrastructure, data centers, neoclouds, software, fintech.

加入 May 2025

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Rittenhouse Research@RHouseResearch

2026.09.19 18:53

Pretty big fumble for Anthropic not to have done a massive round in July-August.. Makes little sense that they raised just $65B (lol) in May after OAI did $122B a few months earlier, even though Anthropic had all of the momentum at the time..

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Hiroo Onoda@OnodaCapital

2026.09.19 17:08

Decent chunk of ANT business is China distillation + Meta / Meta distillation + still underoptimized tokenmaxxing All while OAI + OS catching up. Buyer at $1T