Anthropic confidentially submits draft S-1 to the SEC

Re:Anthropic confidentially submits draft S-1 to the SEC by davedx on Monday June 01, 2026 @04:24PM (#48362166)

"until I can get a few shares at a reasonable valuation"

I doubt you will. Most likely IPO reference price will be like SpaceX's, 100x ARR or so.

You're better off buying Google who own a huge chunk of Anthropic at a much saner average.

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Re:Anthropic confidentially submits draft S-1 to the SEC by panarky on Monday June 01, 2026 @07:00PM (#48363715)

If it's 100x ARR then I'll watch from the sidelines.

But if it's 40x in October, and inference margin is strong, and revenue is still growing 20% per month, then I'm in.

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Re:Anthropic confidentially submits draft S-1 to the SEC by 0xDEAFBEAD on Tuesday June 02, 2026 @05:13AM (#48367785)

For reference, here's an NYU prof's website which shows typical ARR valuation multipliers by industry (see Price/Sales ratio column):

https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile...

100x is staggering. These companies are priced as though we are already chewing through the solar system to create AI computronium. I'll pass--I expect I'll get a UBI when that scenario happens anyway.

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