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With jaw-dropping $1 trillion valuation, Anthropic overtakes OpenAI in market cap race

Nypost · · 852 words · By Marc Vartabedian
Market hype and investment frenzy surrounding AI valuations
open_in_new Read the original article: https://nypost.com/2026/04/23/business/with-jaw-dropping-1-trillion-valuation-an…

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Bandwagon 60% confidence
Persuading the audience by suggesting that many people already support the idea.
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Exaggeration / Hyperbole 70% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

21 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 11
check_circle Corroborated 7
info Single Source 2
help Insufficient Evidence 1
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“Buyers scooping up coveted Anthropic shares have vaulted the AI giant’s valuation on some trading platforms to $1 trillion – eclipsing OpenAI’s market capitalization by over $100 billion in a sea change in the AI race.”
CORROBORATED
Multiple web search results report Anthropic's valuation reaching or hovering near $1 trillion on secondary markets, and these reports contrast with OpenAI's valuation. The evidence suggests a significant valuation gap was reported across multiple sources.
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wikipedia NEUTRAL — Anthropic PBC is an American artificial intelligence (AI) company headquartered in San Francisco. It has developed a range of large language models (LLMs) named Claude and focuses on AI safety. Anthro…
https://en.wikipedia.org/wiki/Anthropic
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wikipedia NEUTRAL — Since January 2026, the United States Department of Defense has conflicted with the artificial intelligence company Anthropic over the use of its products for military purposes.
https://en.wikipedia.org/wiki/Anthropic–United_States_Depart…
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wikipedia NEUTRAL — Dario Amodei (born 1983) is an American artificial intelligence (AI) researcher and entrepreneur. In 2021, he and his sister Daniela Amodei co-founded Anthropic, the company behind the large language …
https://en.wikipedia.org/wiki/Dario_Amodei
+ 3 more evidence sources
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“The investor scramble has ratcheted up in recent weeks, tech financiers told The Post – at the same time demand for OpenAI shares is sagging.”
CORROBORATED
Two independent web search results report that OpenAI shares are facing declining demand on secondary markets as investors shift focus to Anthropic. One source mentions institutional investors approaching Next Round to sell shares.
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web search NEUTRAL — OpenAI shares have fallen out of favor on the secondary market — in some cases becoming almost impossible to unload — as investors pivot quickly to Anthropic, its biggest competitor.
https://www.bloomberg.com/news/articles/2026-04-01/openai-de…
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web search NEUTRAL — Investing.com -- OpenAI shares are facing declining demand on secondary markets as investors redirect their focus toward competitor Anthropic, according to a report Wednesday from Bloomberg News.
https://www.investing.com/news/economy-news/openai-shares-st…
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web search NEUTRAL — In recent weeks, about six institutional investors, including hedge funds and venture capital funds with large stakes, have approached Next Round with the intention of selling OpenAI shares for about …
https://en.oninvest.com/article/investors-lost-interest-in-o…
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“The valuation run-up is playing out on so-called secondary markets, where shares of still-private companies are traded, and comes ahead of expected initial public offerings from the artificial intelligence giants that would shower shareholders with returns.”
CORROBORATED
Multiple web search results confirm that the valuation surge is occurring on secondary markets for private company shares and that these markets are used for trading ahead of potential IPOs. The evidence compares valuations on these secondary platforms.
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wikipedia NEUTRAL — C3.ai (stylized as C3 AI) is an American information technology company specializing in enterprise artificial intelligence. Based in Redwood City, California, the company was founded in 2009 by Thomas…
https://en.wikipedia.org/wiki/C3_AI
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wikipedia NEUTRAL — OpenAI is an American artificial intelligence (AI) research organization consisting of a for-profit public benefit corporation (PBC) and a nonprofit foundation, headquartered in San Francisco. OpenAI …
https://en.wikipedia.org/wiki/OpenAI
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wikipedia NEUTRAL — Knowledge Atlas Technology Joint Stock Co., Ltd., branded internationally as Z.ai, is a Chinese technology company specializing in artificial intelligence (AI). The company was formerly known as Zhipu…
https://en.wikipedia.org/wiki/Z.ai
+ 3 more evidence sources
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“Hype around Anthropic’s latest model, Claude Mythos, may have contributed to the spike in valuation.”
CORROBORATED
Multiple web search results discuss Anthropic's model named Mythos and its advanced capabilities, suggesting that hype surrounding the model contributed to valuation discussions.
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web search NEUTRAL — Claude is a series of large language models developed by Anthropic and first released in 2023. Since Claude 3, each generation has typically been released in three sizes, from least to most capable: H…
https://en.wikipedia.org/wiki/Claude_(language_model)
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web search NEUTRAL — Anthropic's Mythos model is purportedly so good at finding vulnerabilities that the Claude-maker is afraid to make it available to the general public for fear that criminals will take advantage. But e…
https://www.theregister.com/2026/04/22/anthropic_mythos_hype…
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web search NEUTRAL — At its heart, Claude Mythos is a generative artificial intelligence model developed by Anthropic. While it belongs to the same family as the AI assistant you might use daily, it was built with a diffe…
https://www.eesel.ai/blog/claude-mythos
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“The company itself has warned that the tech, designed to unearth cyber threats, is too dangerous to be released widely — a stance some view as a canny publicity move.”
CORROBORATED
Three independent web search results report that Anthropic announced its model, Mythos, is too dangerous to release widely, citing cybersecurity risks.
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web search NEUTRAL — Anthropic says its new model, Mythos, poses unprecedented cybersecurity risks and is restricting its release to give cyber defenders more time to harden their systems. Photo illustration by Getty ...
https://fortune.com/2026/04/10/anthropic-mythos-ai-driven-cy…
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web search NEUTRAL — When Anthropic told the world this month that it had built an artificial intelligence model so powerful that it was too dangerous to release widely, the company named 11 organizations as partners ...
https://www.nytimes.com/2026/04/22/technology/anthropics-myt…
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web search NEUTRAL — This week Anthropic, a leading AI company in San Francisco, announced "Claude Mythos Preview", an AI model that the startup says is too dangerous to publicly release, thanks to its exceptional ...
https://www.theguardian.com/technology/2026/apr/10/anthropic…
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“Anthropic has also seen huge revenue growth, from $9 billion at the end of 2025 to over $30 billion by the end of March.”
CORROBORATED
Multiple web search results consistently report Anthropic's annualized revenue run-rate crossing $30 billion, and that this figure represents a significant increase from approximately $9 billion at the end of 2025.
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wikipedia NEUTRAL — Anthropic PBC is an American artificial intelligence (AI) company headquartered in San Francisco. It has developed a range of large language models (LLMs) named Claude and focuses on AI safety. Anthro…
https://en.wikipedia.org/wiki/Anthropic
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wikipedia NEUTRAL — Since January 2026, the United States Department of Defense has conflicted with the artificial intelligence company Anthropic over the use of its products for military purposes.
https://en.wikipedia.org/wiki/Anthropic–United_States_Depart…
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wikipedia NEUTRAL — Dario Amodei (born 1983) is an American artificial intelligence (AI) researcher and entrepreneur. In 2021, he and his sister Daniela Amodei co-founded Anthropic, the company behind the large language …
https://en.wikipedia.org/wiki/Dario_Amodei
+ 3 more evidence sources
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“The company credited widespread adoption of its commercially available Claude services for the surge.”
CORROBORATED
Multiple web search results attribute Anthropic's revenue surge to the widespread adoption of its commercial services, specifically mentioning enterprise spending and the success of products like Claude Code.
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web search NEUTRAL — This surge reflects fast‑expanding enterprise subscriptions, rapidly growing AI adoption, and stronger revenue per customer. Annual AI tool revenue has become a key metric for investors and businesses…
https://economictimes.indiatimes.com/news/international/us/a…
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web search NEUTRAL — Anthropic has entered a phase of explosive growth, with its run-rate revenue crossing the USD 30 billion mark, an extraordinary leap from approximately USD 9 billion at the end of 2025. The company at…
https://openthemagazine.com/technology/inside-anthropics-30-…
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web search NEUTRAL — Its most popular product, Claude Code, hit $2.5 billion in run rate revenue and doubled since the start of the year, thanks to widespread adoption, the company announced on Thursday.
https://www.forbes.com/sites/the-prompt/2026/02/17/anthropic…
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“CEO Dario Amodei’s public feud about safety protocols with the Trump administration — which recently blacklisted the company from working with the Pentagon — appears to have had little effect on traders.”
SINGLE SOURCE
The evidence confirms that there was a dispute between Anthropic and the DoD regarding military use (Wikipedia). However, none of the provided sources link this dispute to a specific 'public feud' with the Trump administration or confirm that this dispute 'appeared to have had little effect on traders.' The claim mixes known facts (DoD dispute) with unverified narrative elements.
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wikipedia NEUTRAL — Anthropic PBC is an American artificial intelligence (AI) company headquartered in San Francisco. It has developed a range of large language models (LLMs) named Claude and focuses on AI safety. Anthro…
https://en.wikipedia.org/wiki/Anthropic
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wikipedia NEUTRAL — Since January 2026, the United States Department of Defense has conflicted with the artificial intelligence company Anthropic over the use of its products for military purposes.
https://en.wikipedia.org/wiki/Anthropic–United_States_Depart…
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wikipedia NEUTRAL — Dario Amodei (born 1983) is an American artificial intelligence (AI) researcher and entrepreneur. In 2021, he and his sister Daniela Amodei co-founded Anthropic, the company behind the large language …
https://en.wikipedia.org/wiki/Dario_Amodei
+ 3 more evidence sources
info
“The exec reportedly met with White House officials last week, part of efforts to lower tensions.”
SINGLE SOURCE
Wikipedia provides general information about Anthropic and its leadership (Dario Amodei), but none of the provided web search results or Wikipedia entries confirm a specific meeting between Dario Amodei and White House officials 'last week' to lower tensions.
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wikipedia NEUTRAL — Anthropic PBC is an American artificial intelligence (AI) company headquartered in San Francisco. It has developed a range of large language models (LLMs) named Claude and focuses on AI safety. Anthro…
https://en.wikipedia.org/wiki/Anthropic
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wikipedia NEUTRAL — Since January 2026, the United States Department of Defense has conflicted with the artificial intelligence company Anthropic over the use of its products for military purposes.
https://en.wikipedia.org/wiki/Anthropic–United_States_Depart…
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wikipedia NEUTRAL — On May 30, 2023, hundreds of artificial intelligence experts and other notable figures signed the following short Statement on AI Risk:Mitigating the risk of extinction from AI should be a global prio…
https://en.wikipedia.org/wiki/Statement_on_AI_Risk
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“Institutional investors seeking to sell $600 million of the company’s shares couldn’t find buyers as of the end of March, according to Bloomberg News.”
INSUFFICIENT EVIDENCE
The evidence gathering process returned no results for this claim, and no corroborating or contradicting evidence was found in the provided sources.
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“That’s even as OpenAI wrapped up its biggest-ever fundraising round from other tech companies — drawing $122 billion.”
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“Private stock marketplace Hiive told The Post that the price for Anthropic shares has surged 211% to roughly $900 over the past three months, becoming one of the most actively traded companies on its platform.”
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“Shares of OpenAI have risen just 8.5% to $608 over the same period, according to Hiive’s data.”
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“While valuations of private companies in between funding rounds can be tricky to calculate, info on Hiive points to a $1 trillion valuation for Anthropic.”
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“OpenAI’s share price has remained roughly in line with its $852 billion valuation from its most recent funding round.”
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“Sobel scooped up a slice of Anthropic shares in 2024 at a $19 billion valuation as part of FTX’s bankruptcy proceedings after the Sam Bankman-Fried-led crypto exchange imploded.”
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“The position – which accounts for roughly 9% of Scenic Advisement’s portfolio – could return 20 times Sobel’s initial investment if Anthropic keeps trading around $1 trillion by the time it holds an IPO.”
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“One Silicon Valley dealmaker proposed swapping his 14-acre estate for Anthropic shares, The Post reported.”
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“Jesse Leimgruber, founder of San Francisco AI hardware startup OpenHome, wrote this week on X that a “very well known growth fund” offered to buy Anthropic shares at a $1.05 trillion valuation.”
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“One Anthropic shareholder recently offered to unload shares at a $1.15 trillion valuation, Ken Sawyer, cofounder and managing partner at Saints Capital, a venture secondary firm, told Business Insider.”
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“Anderson said he received an offer to buy Anthropic shares valued at $960 billion, an unthinkable price even just weeks ago.”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.