Re:Anthropic reportedly preparing for $300B IPO
by raw_anon_1111 on Wednesday December 03, 2025 @05:13PM
(#46140957)
Well, just to show you a microcosm of what happens when VCs find the bigger fool in the public market when they IPO money losing companies….
https://medium.com/@Arakunrin/the-post-ipo-performance-of-y-...
> One thing you're right about - Anthropic isn't surviving - it's thriving. Probably the fastest growing revenue in history.
Growing revenue and losing money is not “thriving”
Re:Anthropic reportedly preparing for $300B IPO
by tinyhouse on Thursday December 04, 2025 @03:25PM
(#46152545)
Most companies will much rather have the problem of becoming profitable given amazing revenue growth than the problem of not having growth but being profitable. (e.g. Dropbox)
Re:Anthropic reportedly preparing for $300B IPO
by raw_anon_1111 on Thursday December 04, 2025 @04:51PM
(#46153602)
But many of the companies won’t be profitable at all. I’m sure the investors are happy when they find the “bigger fool” after IPO.
But someone who invested in the hypothetical “YC Index Fund” wouldn’t be too happy.
> I don't see the pure "AI" plays like OpenAI and Anthropic able to survive as independent companies when they are competing against the likes of Google, and with Microsoft and Amazon happy to serve whatever future model comes along.
One thing you're right about - Anthropic isn't surviving - it's thriving. Probably the fastest growing revenue in history.