Serenity đặt câu hỏi về định giá cao của các phòng thí nghiệm frontier AI, lấy ví dụ Anthropic trị giá 2 nghìn tỷ đô la

The Huoxing Finance report states that on August 29, Serenity posted a question questioning whether the current valuations of leading AI labs have become "absurd": If Anthropic were to go public with a $2 trillion valuation, its 10% market cap would amount to $200 billion—sufficient in theory to acquire numerous well-known consumer brands. Serenity listed that this amount could cover a large number of established consumer brands including Taco Bell, Pizza Hut, KFC, GAP, American Eagle, Levi’s, Victoria’s Secret, Cheesecake Factory, Krispy Kreme, Calvin Klein, Kohl’s, AMC, Nike, Under Armour, and Canada Goose, with approximately $51.6 billion remaining after such acquisitions. Currently, some investors indeed anticipate Anthropic’s potential IPO valuation could reach or exceed $2 trillion, with some even assigning higher valuations based on expectations of its rapid growth. Serenity’s core argument is that leading AI labs are being priced at valuations far exceeding those of traditional consumer and physical enterprises, and this massive valuation gap itself has become an intuitive indicator of the current level of AI-related capital frenzy.