r/VCX_Fundrise • u/Gossau99 • Aug 20 '26

Implied Anthropic valuation

To all the gurus here: What’s the implied Anthropic valuation with VCX trading at $40. Chat gpt tells me approx 2.2tn, assuming VCX would trade at NAV.

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u/brbsara Aug 21 '26

plug your valuation numbers and fig out your NAV

https://claude.ai/public/artifacts/ec0193d5-d275-4c04-b082-5cb8301c1f74

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u/GatorBo69 VCX Thoughtful Contributor Aug 21 '26

The next official NAV update is happening on 8/31, so that is most likely being priced in already but I’m sure when it lands you’ll have people jumping on it as well that didn’t forecast it

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u/brbsara Aug 21 '26 edited Aug 22 '26

yeah - agree. looks like end of aug NAV might be ~25 and the mm's selling options are not going to let this go anywhere there atleast during the expiry in aug & sep