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A comment on Anthropic IPO Buyers See Valuation as Low as $1.1T. Parent comment

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by anxman on Friday November 06, 2026 @12:31PM (#50395469)
Same thing I was going to type! I think they’re just testing these to see the reaction. Like a reverse auction while OpenAI watches in terror.

I want to see this go out at $800b. I do not believe even $1T will be supported by public markets unless they shrink the float — but that also comes with its own risks.

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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by iAMkenough on Friday November 06, 2026 @12:51PM (#50395738)
I’m angling for it to go out at $250b.
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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by bitmasher9 on Friday November 06, 2026 @01:10PM (#50396023)
At $250b it would be an acquisition target.
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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by iAMkenough on Friday November 06, 2026 @01:21PM (#50396170)
I think that’d be appropriate.
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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by cmiles8 on Friday November 06, 2026 @04:26PM (#50398753)
Most finance people I’m talking to think $200-400B is a fair price. That would be an amazing story in any normal situation but a total disaster here. However sane fundamental financials just don’t support a higher number.

Challenge is while you can play games with the float size to jack up the price as existing shareholders start selling you have to convince more and more people of a sky high price when all the fundamentals and the market pulling things in the opposite direction. Employees have been royally $&@ked in prior IPOs as that story plays out.

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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by anxman on Friday November 06, 2026 @09:38PM (#50401102)
$250b would imply the company has a $110b enterprise value. Anthropic has $140b on its balance sheet already.
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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by iAMkenough on Sunday November 08, 2026 @12:37PM (#50415322)
I’m expecting that to decrease, not increase.
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