Milo Smith
@mil000
the andy rooney of sf
参加 October 2023
674 フォロー中 9.3K ファン
Has anyone priced in the idea that they don’t IPO? Then what happens to every other AI stock? Especially the neoclouds
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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