Anthropic IPO Buyers See Valuation as Low as $1.1T

Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by notenchange on Saturday November 07, 2026 @04:19AM (#50402969)

1.1T is 27% than what they are aiming at, and yet, it’s still absolutely mind boggling.

People love to reign in AI companies these days (and pay of it is warranted) but the triple digit annual increase in revenue at Anthropic and others (SpaceX send to be in that category as well) is something never seen before.

Some people are being too quick (or too willing) to disregard the obvious immense economic impact of AI and company (and I’m not talking about the next-day-ai-crash-incoming economic impact).

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Re:Anthropic IPO Buyers See Valuation as Low as $1.1T by gmerc on Saturday November 07, 2026 @04:23AM (#50402983)

Classic mistake of confusing the usefulness of a technology with the first movers ability to extract long term value.

Anthropics S1 numbers are hugely optimistic given the commoditisation that has hit, continued to hit, in Q3 and the temporarily hold on chip supply that is not going to hold for too long

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