GaryMarcus is pointing to an explicitly “unscientific poll” to argue that expectations for Anthropic’s prospective valuation have fallen sharply. His commentary concerns expectations for a possible IPO, not a documented change in the company’s valuation.
“Only 1 in 3 people in this unscientific poll still think Anthropic can get the IPO done at > $1T,” GaryMarcus wrote on Nov. 7, 2026. “A month ago many people were imagining $2T.” His post did not give the poll’s question wording, sample size or voting dates.
That followed two posts the previous day describing a decline in expectations. In the first, GaryMarcus wrote: “Anthropic’s prospective valuation has dropped from $2T to $1.5 to maybe just $1T in a matter of weeks.” Later on Nov. 6, he described the company’s “perceived valuation” as having “dropped nearly 50% in a month.”
Those qualifications matter: “prospective” and “perceived” describe expectations, while “maybe” leaves even GaryMarcus’s lower figure tentative. His posts do not establish that Anthropic completed a transaction at a lower valuation or set an IPO price. The poll result, as he describes it, is an account of an unscientific survey, not a representative measure of investor sentiment.
