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A comment on Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5T Valuation.

Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by woeirua on Thursday November 05, 2026 @10:12PM (#50387712)
I don't think people realize just how screwed Anthropic is if their revenue doesn't grow at a crazy rate. They can be incredibly successful and still go bankrupt because of how much compute they are committed to buy. Everything has to go right, and if it doesn't then they go out of business.
[ Parent | on HN ]
Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $... by dofm on Thursday November 05, 2026 @11:43PM (#50388313)
And even then, the path for investors to ever make their money back is really essentially non-existent. There’s so much “total addressable market” fantasy here.
[ Parent | on HN ]