Anthropic's IPO may be valued around $1.5 trillion, $500 billion below earlier hopes
Anthropic told investors on Wednesday that its third‑quarter adjusted revenue hit $16.8 billion, a 45% increase from the prior quarter, while revenue in the second quarter had more than doubled to $11.6 billion. Investors at the San Francisco investor day discussed a possible November IPO valuation of about $1.5 trillion, roughly $500 billion less than the $2 trillion figure the company had…
Key points
- Anthropic reported $16.8 billion Q3 revenue, a 45% rise from Q2's $11.6 billion
- Investors discussed a possible $1.5 trillion IPO valuation, about $500 billion below earlier $2 trillion hopes
- Claude Haiku 5.5 was priced roughly 75% lower than its predecessor amid Chinese competition
Analysts compared the potential valuation with SpaceX’s $1.77 trillion June listing and warned that big‑tech AI spend on Anthropic and OpenAI represents a large share of AI‑related revenue for Microsoft, Amazon, Google and Oracle. Skeptics such as Michael Burry and Arthur Hayes have sounded alarms about an AI bubble, while the broader AI‑chip sector has shed more than $1 trillion in market value this week.
Model page: Claude Haiku 5.5 →
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Anthropic’s $2 Trillion IPO Dream Meets a $1.5 Trillion Reality Check
finance.yahoo.com · 15 October 2026
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