Follow on SoFar
AI · Business · Markets

Anthropic IPO

3 updates · 34 reports · last update Sat, 7 Nov

So far…

The Storyup to 5 Nov

Anthropic nears mega-IPO as updated filing shows slowing growth and huge compute commitments

Anthropic, the AI company behind Claude, is preparing an initial public offering expected this month, with no date confirmed in the reports. An updated filing on November 2 showed about $17 billion in third-quarter revenue, but growth slowed sharply, costs jumped and the company swung to a loss. It also disclosed roughly $895 billion in spending commitments, mostly for computing. Investors reportedly pushed for a more cautious valuation of about $1.5–1.6 trillion. Robinhood is lobbying for a larger retail allocation, an Australian share offer is planned, and critics, including the NYC Comptroller, have questioned the listing.

8 sources
Thu, 5 NovUpdate 18 reports

Market rout clouds Anthropic IPO as ETF issuers race for exposure

A battered Wall Street, hit by an AI-linked selloff, is complicating Anthropic's listing plans. Separately, ETF issuers are racing to offer pre-IPO exposure to the company, as retail interest in the offering builds.

8 sources
Fri, 6 NovUpdate 210 reports

Investors reportedly push Anthropic IPO valuation down to $1.1–1.2 trillion

After a roughly $2.5 trillion Wall Street rout, prospective buyers are reportedly seeing Anthropic's value at $1.1–1.2 trillion, down from about $1.5 trillion. The figures come from investor talks, not a company announcement. A separate token offer tied to the IPO excludes U.S. investors.

8 sources
Sat, 7 NovUpdate 316 reports

Investor says Anthropic IPO could be postponed as valuation talk falls

Anthropic's IPO could be postponed, one investor said, as valuation talk fell further to between $1.1 trillion and $1.3 trillion, though reports conflict. Another investor said it could end up nearer $1 trillion. Reports also list 33 retail brokers in 14 countries for the offering, and 10 leveraged Anthropic ETFs are lined up, half betting against the company.

8 sources

Report an error