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A comment on Anthropic IPO Valuation Talks Drop to $1.3T as Major Investors Balk. Parent comment

Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by tarvaina on Friday November 06, 2026 @01:30PM (#50396304)
Reportedly Anthropic's ARR is $80B and gross margin 85%, so $50B sounds low.
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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by segfaultex on Friday November 06, 2026 @02:02PM (#50396782)
Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026.
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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by orangecat on Friday November 06, 2026 @02:46PM (#50397394)
Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.
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