Anthropic IPO - Hackdot

Re:Anthropic IPO by irthomasthomas on Thursday November 12, 2026 @09:57AM (#50468394)

Series H could be underwater already if they only make the low end of the range. Is anyone else concerned?

   Anthropic Valuation ($B, Basic)
  -------------------------------------------
  Ser E Mar '25 | #                    $61.5B
  Ser F Sep '25 | ###                 $183.0B
  Ser G Feb '26 | #######             $380.0B
  Ser H May '26 | ##################  $965.0B
  IPO @$70 Low  | #################   $916.3B
  IPO @$74 Mid  | ##################  $968.7B
  IPO @$78 High | ################### $1,021B

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Re:Anthropic IPO by jeanbza on Thursday November 12, 2026 @10:30AM (#50469012)

You're comparing the wrong things. Essentially the bottom of the IPO range is 19% above Series H price, not below it.

Series H investors paid ~$59 a share, and the bottom of the IPO range is ~$70 a share (19% higher).

Your chart's Series H figure is the fully diluted valuation, whereas the IPO figures are NOT.

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edit: Ironically you could have just asked Claude your question and it would have set you straight.

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Re:Anthropic IPO by irthomasthomas on Thursday November 12, 2026 @10:43AM (#50469273)

Thanks. Added a correction

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Re:Anthropic IPO by numeri on Thursday November 12, 2026 @11:21AM (#50469870)

public discussion is healthy and important for society and communities like this, even if it'd be easier and quicker to ask an LLM sometimes

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Re:Anthropic IPO by jeanbza on Thursday November 12, 2026 @11:24AM (#50469923)

Good point, agreed.

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Re:Anthropic IPO by keybored on Thursday November 12, 2026 @11:02AM (#50469577)

> Is anyone else concerned?

I feel vaguely the opposite of that word.

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Re:Anthropic IPO by irthomasthomas on Thursday November 12, 2026 @11:58AM (#50470430)

Didn't the valuation drop like a stone this week? From near $2T to less than $1T.

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Re:Anthropic IPO by saalweachter on Thursday November 12, 2026 @12:20PM (#50470776)

Regardless of the error, I do kinda suspect they are anchored above $1T for their IPO because otherwise their series H investors look like suckers.

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