Anurag Gurtu questions Anthropic’s valuation and the basis of enterprise AI value

Anurag Gurtu, co-founder and CEO of Airrived, argues that fast revenue growth cannot justify Anthropic’s proposed $2 trillion IPO valuation, citing infrastructure obligations, safety issues, concentrated customers and cheaper open-weight competitors. He believes durable value in enterprise AI depends on proprietary data, dependable deployment and demonstrable results for customers, rather than costly models alone.