Anthropic IPO Valuation Talks Drop to $1.3T as Major Investors Balk

Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by rahulyc on Friday November 06, 2026 @01:23PM (#50396201)

People seem unnecessarily deluded here in a supposed hacker forum. If they are really created actual digital intelligence smarter than every human and figure it out how to control it, then 1T dollars means this is the most undervalued business in the entire world. Maybe by 100x or 1000x. You have billions of super genius slaves in data centers that do whatever you want, then if a single human developer can earn $100k/year pessimisticly let alone a super genius one. Multiply that by a billion and do the math at 80% gross margins

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by afavour on Friday November 06, 2026 @01:28PM (#50396289)

…and what if they haven’t?

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by notnullorvoid on Friday November 06, 2026 @01:31PM (#50396321)

> If they are really created actual digital intelligence smarter than every human

Whoever is claiming that is an idiot.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by bunderbunder on Friday November 06, 2026 @01:34PM (#50396366)

I see nothing delusional in speculating that that’s a very big if.

And if they haven’t created an artificial superintelligence then they start to look more like just another tech startup with no moat[1] and a terrible balance sheet.

[1] I don’t know about you, but I switch model providers multiple times per day.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by rahulyc on Sunday November 08, 2026 @02:42AM (#50411205)

Every market cap is a prediction of expected future profits. In their mind, I'd say that's what the whole "race" is that they are so desperate to win. The race to win is the race (in their minds) to get such powerful beings to get a permanent lead with ASI. Getting to powerful enough beings to wipe out all the competition and become emperors of this new world.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by ReaLNero on Friday November 06, 2026 @01:55PM (#50396677)

Yours is a reasonable estimate at the _value_ of their product. They will only be able to capture that value if their competition cannot catch up AND they can reduce spend on R&D. I personally do not believe they’ll defeat distillation.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by ahartmetz on Friday November 06, 2026 @02:38PM (#50397292)

What if they have billions of super genius slaves, but Chinese companies have just slightly less super genius (and catching up) slaves for 1/4th of the price, while all prices are already dropping?

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by asadotzler on Friday November 06, 2026 @05:10PM (#50399167)

If a frog had wings...

You are making claims with no basis, caveat-ed by "if," and then calling everyone here fools for not basing their beliefs on your wishful thinking.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by rahulyc on Sunday November 08, 2026 @02:44AM (#50411210)

Every market cap is a prediction of future profits. If they had trillions in profits every year already, then the price wouldn't be 1.1T, it would be 100T and we wouldn't have this discussion. 1T is a option to buy it, and it's probably a good bet even if there's a 10% chance that it happens.

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