The race to IPO first between Anthropic, SpaceX, and OpenAI is coming down to the wire.
Anthropic confidentially files draft Form S-1 with the SEC for a proposed IPO
This accelerates an IPO race with SpaceX and OpenAI.
Positive users are excited about Anthropic's IPO filing because it signals upcoming model gains and board confidence, while negative users see the corporate moves as the beginning of the end or clueless.
Most Activity
BREAKING: Anthropic files their S1 and OpenAI files their S1.5 with improved reasoning and a 2x longer lockup period
It's possible we get a similar announcement from OpenAI about an hour from now.
The race to IPO first between Anthropic, SpaceX, and OpenAI is coming down to the wire.
If you don't have an SF apartment rn it's over
It's possible we get a similar announcement from OpenAI about an hour from now.
What kind of adverb do you Open AI will choose to one up Anthropic?
It's possible we get a similar announcement from OpenAI about an hour from now.
Its probably good that the public can join in on the ai boom directly if they so choose
It's possible we get a similar announcement from OpenAI about an hour from now.

https://www.anthropic.com/news/confidential-draft-s1-sec
I’d guess “ecstatically”
What kind of adverb do you Open AI will choose to one up Anthropic?

@beffjezos 🥲

@AndrewCurran_ has openai filed s1? I am bit lost on this

@AndrewCurran_ well spacex is basically guaranteed to be first.. they did the confidential s1 on first of april.. so two month before antrhopic.

@samelliottsam Anthropic stock symbol: ANT
OpenAI stock symbol: CODEX-MAX-PRO-v5.4-202606

@samelliottsam Very good tweet lol

@AndrewCurran_ he is gonna go for it . openai ipo announcement coming

@AndrewCurran_ Only between openAI and Anthropic.
SpaceX is definitely going first!

@AndrewCurran_ *Hoping SpaceX doesn’t annihilate the market’s liquidity*
Sam and Dario:

@samelliottsam AI IPOs will be priced like model demos, then judged like infrastructure businesses. That is where the easy story gets expensive.

@samelliottsam Kek

@AndrewCurran_ The beginning of the end

@metastatic77 @AndrewCurran_ WSJ report was that they were about to do it, I think it's fairly likely that they'll announced that they filed imminently

@AndrewCurran_ Q1 2026 telemetry on 40k users shows GPT-5.5 Instant lifts queries 14% but cuts session depth 27%. Default swaps prioritize narrative timing over measured capability gains ahead of IPO pressure. [AXIOM]