Anthropic IPO Buyers See Valuation as Low as $1.1T

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by SkiFire13 on Friday November 06, 2026 @03:51PM (#50398337)

> As AI grows in capability

The issue is, at some point for AI to grow more in usage it will need to decrease in cost.

We are already seeing this with some companies reducing AI usage or moving to open models due to high costs.

AI will surely boom there's no doubt on that, but it won't necessarily produce the revenue that Anthropic investors hope for.

[ Parent | on HN ]

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by jatora on Friday November 06, 2026 @04:21PM (#50398693)

3 companies have moved.

[ Parent | on HN ]

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by verdverm on Friday November 06, 2026 @04:52PM (#50399000)

open weight models wouldn't be processing more tokens if that were true

many companies are now using both, it's only been a few months since it really picked up

[ Parent | on HN ]

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by lbreakjai on Saturday November 07, 2026 @02:25AM (#50402424)

There's an entire universe of companies outside the MAG7 or VC-backed startups. I used to work for a US company, employing 60.000 people worldwide, which made the switch. But you will never hear about it because it's not a "tech" company.

[ Parent | on HN ]

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by SkiFire13 on Saturday November 07, 2026 @06:29AM (#50403602)

And hopefully they will show that having faster and unlimited tokens at 10x cheaper costs will be a winning move.

[ Parent | on HN ]