#AnthropicIPODelayed
About AnthropicIPODelayed
Anthropic prevede di posticipare la sua IPO da ottobre a novembre, possibilmente fino a dopo le elezioni di metà mandato negli Stati Uniti, anche se il tempismo non è ancora confermato. Si prevede che i ricavi annualizzati supereranno i 100 miliardi di dollari entro fine anno, rispetto ai circa 65 miliardi di dollari a fine luglio, mentre la capacità di calcolo si espande a ~5 GW. Alcuni investitori vedono una potenziale valutazione di circa 2 miliardi di dollari. La quotazione metterebbe alla prova se una crescita rapida possa sostenere una spesa in conto capitale elevata e una valutazione premium, con tempistica finale, prezzi e crescita dei ricavi al centro dell'attenzione finale.
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#AnthropicIPODelayed Anthropic may be choosing timing over speed 👀
Its IPO could slip from October to November as annualized revenue reportedly races from ~$65B toward $100B and compute capacity expands to ~5 GW.
What caught my attention is the rumored ~$2T valuation. At that level, investors won't just be buying growth. They'll be betting that massive compute spending eventually produces massive cash flow.
A delay buys Anthropic time. It also raises the bar.
Not just usage, but actual dollar spend for Anthropic is also steadily declining 👇
Imagine planning a $2 trillion IPO when you want to slow down as you are losing market share 🤡
Guillermo Rauch
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
🟦 Open 78.4% 🟨 Closed 21.6%
While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2).
(Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
This doesn't add up.
Anthropic is reportedly preparing a new AI model to counter OpenAI's GPT-6 Astra, per Reuters.
Meanwhile, its CEO Dario Amodei publicly called for the entire AI industry to slow down just one week ago.
Anthropic is also reportedly targeting the LARGEST IPO in history at a $2 TRILLION valuation, looking to raise up to $100 BILLION.
JUST IN: Anthropic considers launching new Claude AI model to counter OpenAI's GPT-6 Astra.
• This comes after Anthropic CEO Dario Amodei called to slowdown AI development, citing safety concerns.
• Anthropic is expected to go public in November at an estimated $2 trillion valuation, making it one of the largest IPOs in history.
Anthropic's reported IPO delay matters less than the numbers investors eventually see. Annualized revenue is expected to climb from about $65B in late July to above $100B by year-end as compute capacity reaches roughly 5 GW, but that expansion also sharpens the focus on capital intensity.
At a potential $2T valuation, even exceptional growth would leave little room for disappointment. Timing remains unconfirmed.
#AnthropicIPODelayed
Anthropic might be about to pull off one of the biggest IPOs ever.
According to the WSJ, the company is planning to go public as soon as November, despite ongoing concerns around AI safety and how quickly these models are being deployed.
The numbers being discussed are insane:
→ Potential $2 TRILLION valuation
→ Could raise as much as $100 BILLION in the offering
→ Expected to surpass $110 BILLION in annualized revenue by year-end
For context, Anthropic was still considered one of OpenAI’s smaller competitors not that long ago.
Now it could enter the public markets as one of the most valuable companies on earth.
And if those revenue numbers hold, the speed at which AI companies are scaling might be unlike anything we’ve seen in tech before.
An Anthropic IPO at $2T would be a massive moment for the entire AI industry.
Anth showed anxieties from this “slow down”: Today it delayed the IPO and announced the partnership with Accenture:
Seems like they are raising the urgency to gaining the enterprise revenue to avoid showing a mediocre growth number
in the IPO.
3X Long Labubu
Yipit's data shows lame Anth's ARR at $70B vs. $65B last month, with MoM growth down from $8B to $5B. Meanwhile, OAI is accelerating at $43B ARR and $5B MoM. This doesn't even count the fast adoption of astra as it launched after.
OAI's talent profile and AI capex moat will help them retake the throne of enterprise market and surpass Anth ARR pretty soon.
My guess is Mr. Dario will be forced to resign as CEO before the IPO and take the chairman of board as a mascot.