AI isn’t slowing down.

That’s why we give you the fast track to what matters, welcome back to The Midas Report.

Today, huge sums of money are being poured into AI and one of the biggest players just gobbled up some more.

Anthropic has just nabbed $170B valuation yes, billion with a B.

That’s not a typo and it’s not just another massive funding round. It’s a flashing green signal that the race to dominate the foundation model space is still wide open.

For months, OpenAI and Microsoft have seemed untouchable, thanks in part to GPT4’s performance and full stack packaging with Azure. But this latest raise shows that big investors and by extension, big enterprise buyers aren’t ready to hand them the crown unopposed.

Anthropic's Claude is increasingly seen as more than just a second place option. With this funding firepower, they’re playing for lead position.

So why does that matter?

For one, competition at the model layer is staying hot, which means enterprise customers won’t be trapped in a GPT only world. It also strengthens the hand of any startup building AI native apps, more options = more negotiating power.

You can reassess costs, performance, even dev experience because providers are now on notice that switching is still very much in play.

And let’s be honest, Anthropic hasn’t exactly been standing still. Claude’s been showing up in more stack evaluations lately, praised for both transparency and thoughtful guardrails.

This new funding likely translates into faster model iteration, tighter integrations with cloud players like AWS and Google Cloud (both Anthropic backers), and better tooling support across the board.

If you’re already building on Claude, this should be your cue to lean in. If you’re on the fence, now’s the time to give the Claude vs GPT4 evaluation another look, especially with fresh pricing leverage and developer mindshare up for grabs.

So what’s the takeaway from this?

Well, the model wars are heating back up, and Anthropic just made its opening move. The next few quarters might feel a lot less like OpenAI’s victory lap and more like the start of Round Two.

That’s your AI edge for September 3rd 2025.

See you tomorrow!

Midas AI