Part 16Two labs carry the chain
Citing Aswath Damodaran, she wrote that such a valuation needs $1.2 trillion of annual revenue within ten years, against a current market for AI products and services of about $250 billion.
The Seller Holds the PaperPerson
Aswath Damodaran
Aswath Damodaran is named in 3 Parts of The Buildout, most recently Part 16: The Seller Holds the Paper.
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Part 12Lede
Mia Silverio of Prof G Markets, on October 5, set the $2 trillion valuation Anthropic is said to seek against Aswath Damodaran's estimate, which she relays, of an AI products and services market near $250 billion; nearly a quarter of Anthropic's 2025 revenue, by her count, came from two customers, and 47% of sales ran through Amazon and Google.
The Model Is Not the PricePart 10Who writes the checks
Citing Aswath Damodaran, Silverio says that price would require about $1.2 trillion of annual revenue inside a decade, while everything sold under the AI label adds up to roughly $250 billion today.
The Bubble Is in the Denominator
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