Milo Smith
@mil000
the andy rooney of sf
가입 October 2023
670 팔로잉 중 9.3K 팬
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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