Anthropic Bankers Pitch Record IPO Valuation
Bankers discuss possible offering for the AI company with potential investors.
TLDR
Sri Muppidi reported that bankers for Anthropic have been speaking with potential investors about an upcoming initial public offering. The conversations focus on the company's ability to improve its models and maintain premium pricing. Multiple accounts on the platform shared and discussed the report, with some comparing it to other recent offerings and reflecting on past investment opportunities. The discussion centers on whether the company can achieve the scale suggested in those talks. No official confirmation from the company appears in the visible posts.
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Rohan Paul@rohanpaul_aiNYTimes: Anthropic could raise more than $100B in an IPO valued around $2T, bankers say. If achieved, it would exceed SpaceX's $85.7B June raise and become the largest IPO on record. Annualized run rate revenue has reached $65B after sitting near $9B at the end of 2025. And…
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AC Andrew Curran@AndrewCurran_Anthropic's bankers are telling potential investors that it may raise over $100 billion in its initial public offering at a valuation of $2 trillion, exceeding SpaceX and making it the largest IPO of all time.
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DH Dan Holzrichter@dholzricit's really hard for me to believe that they are worth that much. Grok has essentially caught up to them, and SpaceX has tons of cash flow from launches and starlink. plus $2.25 billion/month from Colossus 1 rental. Unless Anthropic hits superintelligence, it's almost a…
SY Syn@SyntribosStable@AndrewCurran_ At $100bn ARR this looks underpriced anyway. Seems to me they are setting price low to manage any selldowns.
PH Phoenix@PhoenixDegen@firstadopter no one is buying a company thats decelerating and losing share for 2x the last round of a few months ago
JD JD@JDurian14974@srimuppidi Whoever invest in this company are throwing money into a garbage can.