Anthropic Investor Predicts Record $2.3T-$2.4T IPO Valuation

A longtime Anthropic investor, speaking anonymously to Fortune, predicts the company's IPO will price around $1.8 trillion, below Anthropic's reported $2 trillion target, then trade at $2.3 trillion to $2.4 trillion. That would top SpaceX, which closed its first trading day at a $2.1 trillion market cap and now sits near $2.03 trillion. The investor credits enterprise AI spending: he says about 80% of Anthropic's revenue comes from corporate customers, versus roughly half of OpenAI's. He also expects model prices to fall as open models gain ground, and notes a debut near $2 trillion would require enormous profit growth to justify. The prediction is the investor's own, not a company projection; no IPO date or terms have been set.

AI-generated from reports · 19 hours agoUpdate

1. Oct 17 18:00 · 1 reports
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2. Oct 15 15:00 · 2 reports
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Not enough continuous observation data yet; trend chart is not drawn for now.