Anthropic<\/a> is negotiating a new round of funding, with a valuation that could exceed $900 billion.<\/p>\n\n\n\nIf the deal closes, this company\u2014founded less than four years ago\u2014will surpass OpenAI in one leap, becoming the most valuable AI unicorn on Earth.<\/p>\n\n\n\n
$900 billion.<\/p>\n\n\n\n
What does that number mean?<\/p>\n\n\n\n
In China\u2019s A-share market, it\u2019s higher than Kweichow Moutai\u2019s market cap. In Silicon Valley, it kicks over the valuation throne that OpenAI spent a decade building.<\/p>\n\n\n\n
More intriguing is the timeline. Just a few months ago, Anthropic was valued at $60 billion.<\/p>\n\n\n\n
Google and Amazon invested at a $350 billion valuation, committing a combined total of up to $65 billion. From $60 billion to $900 billion, less than a year\u2014a 15x increase.<\/p>\n\n\n\n
Capital doesn\u2019t lie. When the smartest money in the world rushes in the same direction, something has definitely changed.<\/p>\n\n\n\n
So what changed?<\/p>\n\n\n\n
The answer is striking\u2014<\/p>\n\n\n\n
Users Are Voting With Their Feet<\/h2>\n\n\n\n
According to market intelligence firm Sensor Tower, ChatGPT\u2019s uninstall rate in April increased 132% year-over-year. The month before, it was even higher\u2014up 413%.<\/p>\n\n\n\n
At one point, ChatGPT\u2019s uninstall surge hit 563%. During the same period, Claude\u2019s downloads jumped 199% in a single week.<\/p>\n\n\n\n
In multiple countries, Claude reached the top of the iPhone free app charts.<\/p>\n\n\n\n
In the U.S., Claude\u2019s daily downloads surpassed ChatGPT for the first time. On February 28, it climbed to #1 on the App Store free ranking and held that position until March 2. Within a week, it jumped more than 20 spots. Claude also topped the iPhone free app rankings in Belgium, Canada, Germany, Luxembourg, Norway, and Switzerland.<\/p>\n\n\n\n
Users are voting with their feet. And they\u2019re pressing the gas pedal while doing it.<\/p>\n\n\n\n
OpenAI: Cracks Begin From Within<\/h2>\n\n\n\n
On the surface, OpenAI still looks massive.<\/p>\n\n\n\n
The GPT series has hundreds of millions of users. Codex has just sparked a new wave of excitement. The Stargate project claims a $500 billion investment to build AI infrastructure.<\/p>\n\n\n\n
But empires often crack from the inside first.<\/p>\n\n\n\n
If user loss is a surface wound, then the downsizing of \u201cStargate\u201d is a broken bone.<\/p>\n\n\n\n
According to reports, the actual progress of Stargate is far less impressive than its slides suggested.<\/p>\n\n\n\n
$500 billion. Ten nuclear plants. The only path to humanity\u2019s future. Now it looks more like a downsized rental contract.<\/p>\n\n\n\n
The UK project\u2014halted.
The Norway project\u2014cut.
The Texas flagship base\u2014abandoned.<\/p>\n\n\n\n
Altman calls it \u201cflexibility.\u201d Partners call it \u201cpulling the rug out.\u201d SoftBank is frustrated. Oracle is recalculating. Microsoft is quietly picking up the pieces.<\/p>\n\n\n\n
The subtext is clear: once OpenAI starts stepping back from infrastructure responsibility, it loses control over the physical world.<\/p>\n\n\n\n
Funding timelines, data center locations, partner coordination\u2014every step is dragging.<\/p>\n\n\n\n
\u201cProgress is much slower than expected.\u201d<\/p>\n\n\n\n
Talent Drain in Silence<\/h2>\n\n\n\n
At the same time, OpenAI is experiencing a quiet loss of talent.<\/p>\n\n\n\n
Dario Amodei\u2014Anthropic\u2019s founder and CEO\u2014was formerly OpenAI\u2019s VP of Research.<\/p>\n\n\n\n
He didn\u2019t just leave himself. He took a group of OpenAI\u2019s most core safety researchers with him.<\/p>\n\n\n\n
Speaking about his departure, he said plainly: \u201cInstead of staying to argue over someone else\u2019s vision, it\u2019s better to take people you trust and build your own vision.\u201d<\/p>\n\n\n\n
This kind of exit hasn\u2019t stopped.<\/p>\n\n\n\n
Over the past two years, key members of OpenAI\u2019s alignment and safety teams have continued moving to Anthropic.<\/p>\n\n\n\n
What\u2019s the most valuable asset of a company?<\/p>\n\n\n\n
Not user numbers. Not valuation. It\u2019s the people who can define the next generation of models.<\/p>\n\n\n\n
When those people choose to leave, the direction itself becomes the answer.<\/p>\n\n\n\n
Anthropic: From \u201cSafety Lab\u201d to \u201cMost Valuable Unicorn\u201d<\/h2>\n\n\n\n
Anthropic\u2019s rise doesn\u2019t follow the usual Silicon Valley script.<\/p>\n\n\n\n
It didn\u2019t start by burning money to grab users.<\/p>\n\n\n\n
It started with a paper on AI safety. Its core idea was \u201cConstitutional AI\u201d\u2014using a constitution to constrain model behavior.<\/p>\n\n\n\n
For a long time, mainstream opinion in Silicon Valley was: these people are too idealistic, they won\u2019t scale.<\/p>\n\n\n\n
Then Claude 3.5 Sonnet was released.<\/p>\n\n\n\n
Its coding ability crushed GPT-4o. Its long-context understanding pulled far ahead. Hallucination rates dropped significantly.<\/p>\n\n\n\n
Overnight, the developer community shifted.<\/p>\n\n\n\n
Reddit, Hacker News, X\u2014everywhere you saw the same sentence:<\/p>\n\n\n\n
\u201cI canceled ChatGPT Plus and switched to Claude.\u201d<\/p>\n\n\n\n
Not one person. Thousands of people.<\/p>\n\n\n\n
Enterprise Shift Toward Claude<\/h2>\n\n\n\n
More importantly, the enterprise side.<\/p>\n\n\n\n
On AWS, Claude\u2019s API usage has more than doubled in the past six months.<\/p>\n\n\n\n
More and more companies are migrating core business from GPT to Claude\u2014not because it\u2019s cheaper, but because it works better.<\/p>\n\n\n\n
Google saw this and invested. Amazon saw it and invested too. Together they committed $65 billion\u2014not betting on Anthropic\u2019s present, but on its ability to define the next generation of AI.<\/p>\n\n\n\n
Is OpenAI Really Losing?<\/h2>\n\n\n\n
Not so fast.<\/p>\n\n\n\n
GPT-5 continues to iterate at an astonishing speed. Version 5.5 just landed, and traces of 5.6 are already appearing in backend logs.<\/p>\n\n\n\n
Codex, as an agent tool, is taking off across the board. The developer ecosystem moat isn\u2019t something that can be broken overnight.<\/p>\n\n\n\n
Another card OpenAI holds is scale.<\/p>\n\n\n\n
Hundreds of millions of monthly active users. Deep integration with Microsoft. Enterprise customers worldwide.<\/p>\n\n\n\n
These advantages don\u2019t evaporate because of one funding headline.<\/p>\n\n\n\n
History shows that surpassing valuation doesn\u2019t decide the winner.<\/p>\n\n\n\n
When Facebook went public in 2012, many thought Google\u2019s social ambitions were finished. Ten years later, Google\u2019s search empire was never truly threatened.<\/p>\n\n\n\n
The brutality of the AI race lies in this:<\/p>\n\n\n\n
Today\u2019s throne might not count after the next model release.<\/p>\n\n\n\n
A Shift in Power Structure<\/h2>\n\n\n\n
Pull back, and this isn\u2019t just a story of who wins or loses.<\/p>\n\n\n\n
It\u2019s a story of the AI industry\u2019s power structure being rewritten.<\/p>\n\n\n\n
Two years ago, OpenAI was the only superstar.<\/p>\n\n\n\n
One year ago, Google\u2019s Gemini started catching up.<\/p>\n\n\n\n
Today, Anthropic has reached the top in valuation.<\/p>\n\n\n\n
Meanwhile, xAI is burning cash, Meta is stirring the pot, and open-source AI is closing the gap.<\/p>\n\n\n\n
The winner is no longer singular.<\/p>\n\n\n\n
AI is moving from dominance by one to fragmentation among many.<\/p>\n\n\n\n
The Only Variable That Matters<\/h2>\n\n\n\n
In this chaotic battle, only one variable truly decides the outcome:<\/p>\n\n\n\n
Who can build the next-generation model first.<\/p>\n\n\n\n
Not who has better slides. Not who raises more money.<\/p>\n\n\n\n
AI isn\u2019t magic. It\u2019s heavy industry.<\/p>\n\n\n\n
It needs astronomical electricity. Absolute credibility. Ruthless financial discipline.<\/p>\n\n\n\n
Anthropic\u2019s $900 billion valuation is, at its core, a market bet:<\/p>\n\n\n\n
The next \u201ciPhone moment\u201d might not be in OpenAI\u2019s hands.<\/p>","protected":false},"excerpt":{"rendered":"
Anthropic Valuation Nears $900 Billion A deep-water bomb in the AI world. On April 29, it was reported that Anthropic is negotiating a new round of funding, with a valuation that could exceed $900 billion. If the deal closes, this company\u2014founded less than four years ago\u2014will surpass OpenAI in one leap, becoming the most valuable […]<\/p>\n","protected":false},"author":1,"featured_media":2679,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"%%post_title%%","_seopress_titles_desc":"ChatGPT uninstall rates skyrocket while Claude downloads surge globally. With Anthropic\u2019s valuation nearing $900B, is OpenAI\u2019s dominance cracking? 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On April 29, it was reported that Anthropic is negotiating a new round of funding, with a valuation that could exceed $900 billion. If the deal closes, this company\u2014founded less than four years ago\u2014will surpass OpenAI in one leap, becoming the most valuable…","_links":{"self":[{"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/posts\/2676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/comments?post=2676"}],"version-history":[{"count":1,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/posts\/2676\/revisions"}],"predecessor-version":[{"id":2680,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/posts\/2676\/revisions\/2680"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/media\/2679"}],"wp:attachment":[{"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/media?parent=2676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/categories?post=2676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/deepinsightai.io\/de\/wp-json\/wp\/v2\/tags?post=2676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}