速递｜4个月估值翻倍，Anthropic冲刺1500亿美元估值，7月份ARR达40亿美元

Core Insights - Anthropic is in early discussions with investors, including MGX, to raise approximately $3 billion at a valuation of $150 billion [1] - The company has experienced rapid revenue growth, with an annualized revenue of $4 billion as of early July, nearly quadrupling since the beginning of the year [1] - Anthropic's gross margin for direct sales of AI models and the Claude chatbot is around 60%, with a target of reaching 70% [1] - Earlier this year, the gross margin from sales of Claude through Amazon Web Services and Google Cloud was negative [1] - In March, Anthropic completed a $3.5 billion equity financing round led by Lightspeed Venture Partners, with a pre-money valuation of $58 billion [1] - MGX's backer, Mubadala Investment Company, previously invested in Anthropic during the equity auction of the bankrupt cryptocurrency exchange FTX [1]