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brookst • today at 5:46 PM • 0 replies • view on HN

What do you think Google Workspace would sell for, if Google divested?

$100B/year in revenue; SaaS so call it 70% gross margin, 30% net, NPV is about $500B.

Not enough if you think that's the only revenue Anthropic could every have. But even if they only peel off $100B NPV, it's incremental to an IPO valuation.