Re:Anthropic IPO Buyers See Valuation as Low as $1.1T
by cmiles8 on Friday November 06, 2026 @01:03PM
(#50395920)
It keeps dropping. Was 2T, then 1.5T last week, now looking like they might be lucky to get 1T.
I wouldn’t be surprised if Anthropic delays the IPO in hopes this will all magically sort itself out but as every day passes it looks like they should have gone public this summer when things will still on the up.
Realistically the company is worth in the hundreds of billions but if it goes below 1.1T or so existing investors will need to start booking losses and that will trigger a shitstorm of other issues downstream.
This is all becoming a textbook case of folks know these assets aren’t worth what folks want them to be, but they can keep the game going so long as nobody actually marks the asset at its actual realistic valuation. So that’s the game underway now. How low can they go without blowing up the whole AI ecosystem.
I wouldn’t be surprised if Anthropic delays the IPO in hopes this will all magically sort itself out but as every day passes it looks like they should have gone public this summer when things will still on the up.
Realistically the company is worth in the hundreds of billions but if it goes below 1.1T or so existing investors will need to start booking losses and that will trigger a shitstorm of other issues downstream.
This is all becoming a textbook case of folks know these assets aren’t worth what folks want them to be, but they can keep the game going so long as nobody actually marks the asset at its actual realistic valuation. So that’s the game underway now. How low can they go without blowing up the whole AI ecosystem.