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#AnthropicIPOReality

518,3 tys. oglądających|358 wpis

About AnthropicIPOReality

Prospekt IPO Anthropic pokazuje przychody na poziomie 4,59 mld USD w 2025 roku, wzrost około 12-krotności rok do roku, wraz ze stratą operacyjną powyżej 8 mld USD oraz 7,33 mld USD wydatków obliczeniowych i infrastrukturalnych. Strata netto w wysokości 42 mld USD była w dużej mierze napędzana przez rewalonację instrumentów finansowych. Firma ujawniła również około 518 mld USD przyszłych zobowiązań związanych z chmurą, obliczeniami i infrastrukturą oraz wskazała ryzyka związane z bezpieczeństwem zaawansowanych modeli. Jeśli IPO będzie się rozwijać, czy wzrost przychodów wesprze długoterminowe inwestycje potrzebne do frontier AI?

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AnthropicIPOReality Popularne wpisy

kel

Leaked Anthropic financials underwhelming the markets is a valid catalyst for crashing the market psychology (note that 2025 financials don't include most of the claude code aggro-ramp which was mostly in Q1 26) Fear from this is likely contagious, and early in its spread. Understanding regarding the timing mismatch of leaked financials is likely to lag. My current view is that any correlation one crash would be a bountiful blessing if you have the cash and the stones to hit the bid on strong assets/indices with 3-9 quarter outlooks cyrrent List: Zec - privacy Zama - encryption Xbi (especially tempus and natera) - biotech Variational/extended tge watch + derive - derivs pearl, pluralis, subnet index - crypto incentivized compute

kel

Note to self: It appears as though stocks are headed for some correlation 1 crash in the coming weeks to 1-3 months. There's minimal marginal bid after SA and Korean Retail literally selling their souls to long. Discourse around models & ai monetization reeks of complacency.

7,66 tys.

BlueTokenCapital

🚨 $2 TRILLION ANTHROPIC IPO JUST GOT DELAYED. Wait… $2T. And now the IPO is being pushed back. 👀 The reported reasons? 📊 They want more Q3 numbers on the table. 🤖 OpenAI is coming in hotter. 💰 AI compute bills are getting absolutely insane. 📉 Investors want proof that AI can turn explosive growth into real profits. But here’s where it gets spicy: If a $2T AI IPO needs more time to sell the story… what exactly is Wall Street waiting to see? 🔥 Hype cooling off?

6,55 tys.

Quinten

This dropped less than a week after I wrote this thread. Anthropic did $4.6B in revenue in 2025. Operating loss: $8B Future cloud + compute commitments: $518B AI is revolutionary… but the economics behind this capex race are still absolutely insane.

Quinten

1/ I genuinely think AI will change the world. I’m far less convinced investors will make the money they expect. The more I look at the financing, the more I worry about who gets the bill if this goes wrong. And the more interesting Bitcoin becomes to me. 🧵

6,36 tys.

6551News

VeloNews: Said To Target $500M Raise At $4-6B Valuation In IPO Source: Bloomberg VeloNews:据称计划通过 IPO 筹集 5 亿美元，估值在 40 亿至 60 亿美元之间。 ———————————— 2026-09-29 03:11:24

2,42 tys.

LailaaKhan

The AI race is entering a phase where capability isn't the only story anymore OpenAI and Anthropic are increasingly part of a broader conversation around AI safety, standards, model testing and oversight. That matters because the next stage of AI development won't be judged only by what models can do but also by how responsibly that power is deployed. Reuters +1 #OpenAIAnthropicProbe #AI #ArtificialIntelligence #Tech #Innovation

3,08 tys.

Reuters

EXCLUSIVE: Anthropic IPO prospectus lays bare deep dependence on Big Tech partners

2,7 tys.

CoinMarketCap

LATEST: ⚡️ Anthropic's upcoming IPO could value the AI lab at more than $2T, per a prospectus seen by Reuters.

2,65 tys.

Coinbase Predict

NEW IN: There's now a 93% chance Anthropic will IPO before OpenAI.

2,64 tys.

Ed Zitron

Per Reuters, 47% of Anthropic's 2025 revenue ($2.16bn) came from sales of its models through Amazon and Google, with Anthropic paying $351m in revshare (around 16.25%) and booking it as a sales and marketing cost, inflating its revenues by billions.