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Started By
Message
anthropic has filed for their IPO
Posted on 9/28/26 at 7:17 pm
Posted on 9/28/26 at 7:17 pm
Loading Twitter/X Embed...
If tweet fails to load, click here. quote:
Expected IPO: Reports (WSJ, others) indicate a shift to November 2026 (from October) to include Q3 results. No firm date set; valuation talk around $2T+.
This post was edited on 9/28/26 at 7:18 pm
Posted on 9/28/26 at 7:19 pm to cgrand
Great.
Can’t wait…
Can’t wait…
Posted on 9/28/26 at 7:23 pm to bayoubengals88
More detail
2025 revenue grew 12-fold to nearly $4.6 billion, while its operating loss widened to $8.06 billion.
Its reported net loss was nearly $42 billion, though roughly $34 billion of that came from an accounting charge tied to prior financing. Compute and infrastructure spending tripled to $7.33 billion.
Two customers made up nearly 25% of total revenue, and Anthropic warned that "many of its largest clients were not locked into long-term contracts and could cut or stop spending."
The IPO is expected to value Anthropic near $2 trillion, and is likely to be pushed to after the US midterm elections.
Loading Twitter/X Embed...
If tweet fails to load, click here. 2025 revenue grew 12-fold to nearly $4.6 billion, while its operating loss widened to $8.06 billion.
Its reported net loss was nearly $42 billion, though roughly $34 billion of that came from an accounting charge tied to prior financing. Compute and infrastructure spending tripled to $7.33 billion.
Two customers made up nearly 25% of total revenue, and Anthropic warned that "many of its largest clients were not locked into long-term contracts and could cut or stop spending."
The IPO is expected to value Anthropic near $2 trillion, and is likely to be pushed to after the US midterm elections.
This post was edited on 9/28/26 at 7:25 pm
Posted on 9/28/26 at 7:24 pm to cgrand
quote:
GAAP net loss: $41.97B
Sound financials.
Posted on 9/28/26 at 7:29 pm to cgrand
quote:
2025 revenue grew 12-fold to nearly $4.6 billion
quote:
Two customers made up nearly 25% of total revenue
Good lord. Who in the world is paying 5-600m annually for Claude???
Posted on 9/28/26 at 7:30 pm to TigerFanatic99
What could go wrong?
Posted on 9/28/26 at 7:31 pm to TigerFanatic99
Just remind me to buy puts the day after options come out.
Posted on 9/28/26 at 7:37 pm to Rendevoustavern
quote:
Good lord. Who in the world is paying 5-600m annually for Claude???
I’d bet most is salesforce related. Benioff’s been shilling the integration relentlessly.
Posted on 9/28/26 at 7:50 pm to cgrand
I use Claude everyday. Probably sit this one out since will own it passively though index funds.
Posted on 9/28/26 at 7:50 pm to cgrand
quote:
2025 revenue grew 12-fold to nearly $4.6 billion, while its operating loss widened to $8.06 billion.
I don't like this at all
Posted on 9/28/26 at 8:54 pm to cgrand
2T valuation on 4.5B in revenue. … … …
Posted on 9/28/26 at 9:33 pm to cgrand
I thought they just said they were going to destroy the earth 
Posted on 9/28/26 at 9:37 pm to cgrand
Posted on 9/29/26 at 5:26 am to cgrand
Posted on 9/29/26 at 6:47 am to cgrand
I’ll say it again. My appraisal of the frontier lab industry indicates a combined value of ~$0.
Posted on 9/29/26 at 7:13 am to cgrand
Been known for a while, the crazy part is Anthropics financials are much better than OpenAIs.
They need these IPOs to continue their endless spending, as they are running out of investors.
They need these IPOs to continue their endless spending, as they are running out of investors.
Posted on 9/29/26 at 7:48 am to j1897
quote:This is the business model in a nutshell. It’s inescapable unless you have an existing ecosystem that you are embedding the models into. OpenAI and Anthropic have been trying to retroactively create the ecosystem but they can’t compete with Google or Meta on that front or in terms of capital.
I don’t like this at all.quote:
2025 revenue grew 12-fold to nearly $4.6 billion, while its operating loss widened to $8.06 billion.
Posted on 9/29/26 at 8:15 am to cgrand
Anthropic on Anthropic:
A reasonable valuation for Anthropic today is probably $200-400B — which is still 43-87x revenue and still insane by historical standards, but reflects a genuine category-defining AI platform with the leading safety positioning, enterprise adoption, and a technology moat that compounds with each model generation.
The $2T number is a venture-style terminal value being applied today rather than discounted back appropriately. It assumes Anthropic wins, the category is as large as electricity, and the current competitive advantage proves durable against Google, OpenAI, Meta, and Chinese labs simultaneously. Each of those assumptions is contestable.
A reasonable valuation for Anthropic today is probably $200-400B — which is still 43-87x revenue and still insane by historical standards, but reflects a genuine category-defining AI platform with the leading safety positioning, enterprise adoption, and a technology moat that compounds with each model generation.
The $2T number is a venture-style terminal value being applied today rather than discounted back appropriately. It assumes Anthropic wins, the category is as large as electricity, and the current competitive advantage proves durable against Google, OpenAI, Meta, and Chinese labs simultaneously. Each of those assumptions is contestable.
Posted on 9/29/26 at 8:22 am to bayoubengals88
Posted on 9/29/26 at 8:49 am to cgrand
Trump's going to nationalize this bs.
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