The Kobeissi Letter(@KobeissiLetter):BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.

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The Kobeissi Letter@KobeissiLetter

2026.05.06 15:05

BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.