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 andsoitis on Friday November 06, 2026 @05:56PM (#50399621)

> Their moat is their research capability.

Research does not bring in revenue. Products or services do.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by nilkn on Friday November 06, 2026 @10:19PM (#50401307)

So far, it does, because the products and services are the general intelligence produced by the research.

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by andsoitis on Friday November 06, 2026 @11:01PM (#50401497)

... on a flat slope towards commodification

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Re:Anthropic IPO Valuation Talks Drop to $1.3T as Major Inve... by nilkn on Friday November 06, 2026 @11:23PM (#50401590)

I don't know what you're trying to say or imply here with enough confidence to really reply to this.

[ Parent | on HN ]