Discussion

• @jessefelder.com Jesse Felder on bluesky

  ‘The average post-IPO stock returned 20% less than the broader market over the 3 years after its first trading day.  Firms valued at over 40x revenue underperformed by 58%.  SpaceX, with a valuation of $1.75trn, would begin trading at over 90 times its revenue.’ www.economist.com…

• r/Finanzen r on reddit

  Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

• @quinnypig Corey Quinn on x

  Yes. “Capital raising” is the risk factor here. Sure.

• @nixCraft@mastodon.social @nixCraft@mastodon.social on mastodon

  Can the stockmarket swallow Anthropic, SpaceX and OpenAI?  —  https://www.economist.com/... ( paywall free link https://archive.ph/WNrzP )  —  SpaceX/Anthropic/OpenAI are bringing massive IPOs that could add $4 trillion to the U.S. market. …

• @anthropicai @anthropicai on x

  Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: https://www.anthropic.com/...

• @tenobrus @tenobrus on x

  buying into the anthropic IPO at $1T valuation would obviously be an incredible deal, 22x multiple on ARR, huge room to grow, countless markets untapped, mythos as of yet unmonetized. kind of thing people dump whole retirement portfolios into. which is why it'll be $3T

• @tenobrus @tenobrus on x

  is it still a smart idea to buy at $3T? i mean probably yeah. but kinda the whole point of markets is if literally everyone wants to do the same thing then it gets a lot more expensive

• @freezingfintake @freezingfintake on x

  Generationally bad take about Anthropic's valuation 💀 [image]

• @kevinroose Kevin Roose on x

  the first time i visited Anthropic it was a 160-person start-up in Jackson Square with no products and no revenue. there was an office throne made of empty Liquid Death cans and everyone seemed vaguely allergic to making money. that was THREE YEARS AGO. now they're going to go pu…

• @lizrhoffman Liz Hoffman on x

  Reminder that the ability to confidentially file for an IPO was a 2012 rule change meant to ease small companies (revenue < $1b) to the markets. It was later expanded but what are we even doing here

• @quinnypig Corey Quinn on x

  “Confidentially submitted a draft registration statement.” Translation: Altimeter, Dragoneer, Greenoaks, and Sequoia would like their money back now please, and the private rounds have officially run out of road.

• @patrick_oshag Patrick OShaughnessy on x

  Our conversation with Anthropic CFO Krishna Rao from a few weeks ago [video]

• @mtslive @mtslive on x

  SITUATION EXPLAINED: Anthropic just filed a confidential S-1 with the SEC. • A confidential filing lets a company submit for SEC review without disclosing financial details publicly. • This gives the company the option to IPO once the SEC completes its review. • Anthropic was [vi…

• @zck Zak Kukoff on x

  If you think money in DC is pervasive now... Anthropic, SpaceX, OAI — huge IPOs are equipping a generation of new political donors whose financial capital dwarfs that of legacy mega-donors

• @danprimack Dan Primack on x

  Anthropic filing confidentially now seems to put it on a path to go public well before Labor Day... Or at least gives it the optionality. Big companies rarely price into summer vacations, but this already is an outlier for so many reasons.

• @hkarthik Karthik Hariharan on x

  Both OpenAI and Anthropic are racing to IPO ahead of each other and catch up to SpaceX/xAI. The problem is whoever lands first probably sets the floor and ceiling for public market pricing that others will follow into for at least 12-18 months. Then it will come down to the

• @hkarthik Karthik Hariharan on x

  It's funny how people thought raising a mere $50B was going to slow Anthropic from doing an IPO this year. The frontier labs need capital to keep scaling. And they've exhausted the private market's appetite for more risk. They have no choice but to go public.

• @venturetwins Justine Moore on x

  Live footage of everyone trying to buy a house in the Bay Area [video]

• @kchoudhu @kchoudhu on x

  Sorry folks, the line has been drawn. You are now in the permanent underclass. https://x.com/...

• @hosseeb Haseeb on x

  The only part of the AI boom that seems reasonably priced right now is the labs themselves. Retail will fix that real quick.

• @kylejeong Kyle Jeong on x

  anthropic IPO is going to DESTROY the SF real estate market please wait for me to sign a lease @DarioAmodei

• @auchenberg Kenneth Auchenberg on x

  Anthropic filing S1 before Stripe 😭

• @code_star Cody Blakeney on x

  Anthropic IPO before Databricks Crazy world

• @jimcramer Jim Cramer on x

  Salesforce has done a lot of things right and this investment worth $5 billion in Anthropic is one of them

• @kimmonismus @kimmonismus on x

  Here we go: Anthropic confidentially submits draft S-1 to the SEC The most important question: who will go public first, OpenAI or Anthropic? OpenAI wanted to beat Anthropic to the punch, but now Anthropic seems to be in a hurry. Currently, Anthropic's valuation is higher. The [i…

• @netcapgirl Sophie on x

  anthropic, openai and spacex all going public is the olympics for investment bankers

• @edzitron Ed Zitron on x

  whoever brings this to me becomes “the official Better Offline legend for life”

• @dee_bosa Deirdre Bosa on x

  worth noting: filing first ≠ pricing first a confidential draft S-1 starts the SEC clock but sets no date

• @zck Zak Kukoff on x

  The IPO window has never been so open. Thoughts and prayers to your friends trying to buy a house in sf

• @mikeisaac Rat King on x

  breaking: Anthropic has confidentially filed to go public, which could bring an I.P.O. as soon as this year this follows filings from SpaceX and, likely soon, OpenAI with that, the A.I. IPO thunderdome begins https://www.nytimes.com/...

• Hayden Field Hayden Field on linkedin

  After months of speculation about whether OpenAI or Anthropic would be first in the race to IPO, Anthropic just hit a key milestone: filing to kick off the process with the SEC. …

• @elizabethjacobs Elizabeth Jacobs, PhD on bluesky

  It's like I exist on a completely different planet.  —  IDGAF which of these billionaires and pre-billionaires wins the IPO race.

• @repcasar Congressman Greg Casar on bluesky

  We just learned Anthropic will file for a $1 trillion IPO.  —  The path we are on is: AI makes a small number of people very rich, but millions lose work.  —  That must change.  —  Tax AI.  Use the money to create jobs so unemployment doesn't rise.

• r/FundRise r on reddit

  Anthropic confidentially files for initial public offering on US stock market |  Technology

• r/redditstock r on reddit

  Anthropic confidentially files IPO prospectus with SEC

• r/sanfrancisco r on reddit

  Anthropic Files to Go Public, Setting Stage for Huge I.P.O.

• r/france r on reddit

  Anthropic confidentially files IPO prospectus with SEC

• r/VCX_Fundrise r on reddit

  Here... we... go

• r/Anthropic r on reddit

  Anthropic Files to Go Public

• r/wallstreetbets r on reddit

  Anthropic confidentially files IPO prospectus with SEC

• r/Economics r on reddit

  Anthropic confidentially files IPO prospectus with SEC

• @dkwon98 David Kwon on x

  SK Telecom invested ~$100M in the same round, a bigger check even than Spark (the institutional lead). It's unclear how much they've invested in later rounds, but doing some back of the envelope math, I'd assume ~$6B, which is 35% of their $17B market cap

• Brody Ford Brody Ford on linkedin

  Salesforce has a $5 billion stake in Anthropic.  —  They first invested $50 million in early 2023, and have put money in each round since. …

• Emil Protalinski Emil Protalinski on linkedin

  Anthropic is going public.  —  Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall. …

• r/technology r on reddit

  Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

• r/business r on reddit

  Can the stockmarket swallow Anthropic, SpaceX and OpenAI?