amit(@amitisinvesting):WSJ says Anthropic IPO in October… Are you a buyer? If so, what valuation? - Current run rate is $70B ARR - Raised at $965B, probably going to aim for $1.5T valuation on IPO The S1 will be really important to see the path to profitability and how much capex they are spending. A successful IPO probably setups the stage for OpenAI to go public in 2027, but public markets will have to believe in the sustainability of their growth. Worst case scenario is a pump like SPCX but nothing to sustain it and then a 50% drawdown, but in the case would likely affect other semi companies that ultimately benefit from Anthropic’s spend.

2026.08.11 17:54

WSJ says Anthropic IPO in October… Are you a buyer? If so, what valuation? - Current run rate is $70B ARR - Raised at $965B, probably going to aim for $1.5T valuation on IPO The S1 will be really important to see the path to profitability and how much capex they are spending. A successful IPO probably setups the stage for OpenAI to go public in 2027, but public markets will have to believe in the sustainability of their growth. Worst case scenario is a pump like SPCX but nothing to sustain it and then a 50% drawdown, but in the case would likely affect other semi companies that ultimately benefit from Anthropic’s spend.

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