https://gnosly.com/feed/ipo/Business Intelligence Console and Prediction Algorithms3458https://www.linkedin.com/in/janreinhart/Jan Reinhart<p>From the S-1 report filed with the regulators, a few new details were published: steep losses and growing profitability, while the seven founders will maintain control over the company as a group with the help of a special share class. </p><p>Much of the cost for the planned growth in compute is contractually fixed for years to come with Microsoft, Google, and Amazon. Anthropic also shows a relatively small corporate customer base. This generates exponential growth but no long-term contracts. </p>https://lnkd.in/p/dmKgtini0.00202026-10-27T05:34:00.818463+00:001linkedin.comipoanthropicstocksaitrading3308https://media.licdn.com/dms/image/v2/D4E22AQFFXtPwct0IUg/feedshare-shrink_800/B4EaF6HASyIYAc-/0/1793050019237?e=1794441600&v=beta&t=z_OI6pg90pnnNtOtIQiwXC1fcoiXuuSpO3U3b55zQ90View image2026-10-27T05:34:02.647883+00:003453@cjgustafsonCJ Gustafson<p>Source: CJ Gustafson (X)</p>https://x.com/cjgustafson/status/21147550802724540370.00102026-10-26T18:32:38.436489+00:002x.comipostockstrading3298https://pbs.twimg.com/media/HVkeeyWW4AEgGD_?format=jpg&name=smallImage2026-10-26T18:32:39.770740+00:003443@YahooFinanceYahoo Finance<p>Source: YahooFinance (X)</p>https://x.com/YahooFinance/status/21147290193839555110.00102026-10-26T16:01:06.239238+00:002x.comipoanthropicstockstrading3286https://pbs.twimg.com/media/HVkG1dUWYAEhDtt?format=jpg&name=smallImage2026-10-26T16:01:07.366876+00:003221https://www.linkedin.com/company/polymarket/Polymarket<p>About $72 billion of the loss came from non-cash accounting charges tied to increases in the value of convertible notes and other financing instruments used to raise capital. These charges reflect rising estimates of the instruments’ fair value as Anthropic’s valuation climbs, rather than cash operating costs. </p><p>Revenue rose to $16.3 billion in the six months ended June 30, from $1.1 billion in the same period a year earlier. Full-year 2025 revenue was $4.6 billion. </p><p>Spending on computing capacity and infrastructure reached nearly $9 billion in the first half, compared with $2.3 billion a year earlier and more than the $7.3 billion spent in all of 2025. </p><p>Anthropic is preparing for an IPO, with some investors discussing valuations around $1.5 trillion to $2 trillion. The company did not respond to requests for comment. </p>https://lnkd.in/p/dwjm4EBR0.00652026-10-22T04:50:26.078913+00:001linkedin.comipoanthropicai3076https://media.licdn.com/dms/image/v2/D5622AQFekbe8bIPaHQ/feedshare-shrink_800/B56aFe75ItJkAg-/0/1792594122059?e=1794441600&v=beta&t=4JOUXxsPEoKVfzLnz-UDmfFIIbnlr0K_uPdBQj8GfF8View image2026-10-22T04:50:27.598233+00:003196@WSJThe Wall Street Journal<p>Source: The Wall Street Journal</p>https://www.wsj.com/tech/ai/anthropic-revenue-growth-ipo-accaf0f1?ref=gnosly0.00502026-10-21T07:14:59.884472+00:002x.comanthropicipoai3049https://pbs.twimg.com/card_img/2112627910322335744/8xnIKHdB?format=jpg&name=smallAnthropic S-1 Shows Red-Hot Growth, Risks and Massive Computing Costs2026-10-21T07:15:00.245061+00:002494@BenjaminNortonBen Norton<p>But Anthropic is going full steam ahead with its IPO, and wants a ridiculous $2 TRILLION valuation. Insiders hope to cash out before the bubble pops. </p><p>Meanwhile, analysts say Anthropic should really only be worth $150 billion, calling this the "most ridiculous IPO of 2026" and an "unprecedented test of investor gullibility". </p><p>The AI bubble is so bonkers that the IPOs of Anthropic, OpenAI, and SpaceX are estimated to be worth $5.2 trillion, which is more than 45 years of past tech IPOs COMBINED, including the IPOs of Google, Microsoft, Amazon, Facebook, etc.</p>https://x.com/BenjaminNorton/status/21081690744759505650.00702026-10-09T06:34:47.543992+00:002x.comipoanthropicai2316https://pbs.twimg.com/media/HUG4kSBbIAAu7Cs?format=jpg&name=smallImage2026-10-09T06:34:48.628699+00:002317https://pbs.twimg.com/media/HUG4lRCbwAAY9am?format=jpg&name=smallImage2026-10-09T06:34:48.656849+00:002318https://pbs.twimg.com/media/HUG4l92b0AIowVE?format=jpg&name=smallImage2026-10-09T06:34:48.688382+00:002484@BarchartBarchart<p>Source: Barchart (X)</p>https://x.com/Barchart/status/21079909650172972530.00602026-10-08T16:46:42.664428+00:002x.comipoanthropicusai2301https://pbs.twimg.com/media/HUEWnMoX0AAFkyv?format=png&name=smallImage2026-10-08T16:46:44.312104+00:001949https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Anthropic’s IPO prospectus tells two stories. 🦔The growth story: revenue surged 12-fold to $4.6 billion in 2025. A potential valuation above $2 trillion would make this one of the defining IPOs of the AI era.The cost story: Anthropic lost more than $8 billion on an operating basis and outlined $518 billion in future cloud and infrastructure commitments. Nearly a quarter of its revenue came from just two customers, while many major clients lack long-term contracts. The Business TimesThe technology story has its own risks. Anthropic warns that increasingly capable AI systems could behave in ways their creators struggle to control.Investors are being asked to price extraordinary growth, enormous spending and unprecedented uncertainty—all at once.The question isn’t whether AI demand is real. It’s whether revenue can grow fast enough to support the cost of supplying it.Source: Hedgie</p>https://lnkd.in/p/d72dZyFK0.00502026-09-30T06:41:37.955219+00:001linkedin.comipoanthropicai1742IMAGE/media/content/1949/g-20260930-anthropic-income.jpgg-20260930-anthropic-income.jpgjpg2026-09-30T06:43:05.215208+00:001909@burrytrackerMichael Burry Stock Tracker ♟Breaking: Michael Burry warned everyone Anthropic officially files for a $2T IPO and revenue is up 1,088%, while net loss is $42B Here's how Anthropic looks: • Revenue hit $4.59B in 2025, up $386M • Compute spend hit $7.3B, 58% of total opex • Operating loss: $8.06B, more than 2x 2024 • ~25% of revenue came from 2 customers with no long-term contracts Burry called out Anthropic for their "self-serving" talk, saying it’s a cover for slowing growth as their IPO looked to be pushedhttps://x.com/burrytracker/status/21047476101247593780.00602026-09-29T14:31:46.316976+00:002x.comipoanthropicmichaelburry1692https://pbs.twimg.com/media/HTWQskLW8AAeTN2?format=jpg&name=smallImage2026-09-29T14:31:46.808072+00:001693https://pbs.twimg.com/media/HTWQskPW4AA7F-R?format=jpg&name=smallImage2026-09-29T14:31:46.851461+00:001906@macropaperrThe Macro Paper<p>🚨 $2 TRILLION FOR A COMPANY THAT LOST $42 BILLION. Anthropic’s IPO could become one of the biggest tests of the AI boom yet. The company made only $4.6 billion in revenue last year. But its net loss came in at $42 billion. Even on an operating basis, it still lost more than $8 billion. And now comes the enormous number: Anthropic has around $518 billion in future cloud, compute, and infrastructure commitments. That is a huge amount of spending for a company that is still losing money. Yet it could soon be valued at more than $2 trillion. If investors are willing to pay that much, it shows just how frothy the AI boom has become.</p>https://x.com/macropaperr/status/21048756545044360050.00502026-09-29T14:15:55.055118+00:002x.comipoanthropicai-boom1690IMAGE/media/content/1906/g-20260929-anthropic-losses.pngg-20260929-anthropic-losses.pngpng2026-09-29T14:17:26.776717+00:001895@ns123abcNIK<p>Anthropic IPO S-1 prospectus: Valuation target: $2 TRILLION &gt;$4.6 billion in revenue in 2025 &gt;$8.06 billion in operating loss &gt;$42 billion in net loss The prospectus warns that nearly 25% of revenue came from just TWO customers, and that many top enterprise clients aren't locked into long-term contracts and could cut spending or walk away anytime Anthropic plans to spend $518 BILLION on compute commitments ‘in the coming year’</p>https://x.com/ns123abc/status/21047358220291768330.00502026-09-29T09:00:51.636711+00:002x.comipoanthropicfinance1676IMAGE/media/content/1895/g-20260929-antrophic-cashflow.jpgg-20260929-antrophic-cashflow.jpgjpg2026-09-29T09:02:58.481746+00:00748https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIABREAKING: Anthropic just picked the Nasdaq for its IPO, and it could be valued at $2 trillion.That's bigger than SpaceX's $1.75 trillion listing, Nasdaq's biggest win this year until now.The timing is notable. This comes right after a former Anthropic employee's viral warning about extinction risk from AI, and while OpenAI's Sam Altman has said he wouldn't take his company public right now given that same controversy.Source: Bull Theoryhttps://www.linkedin.com/feed/0.00552026-09-15T06:08:49.988651+00:001linkedin.comipoanthropicai645https://media.licdn.com/dms/image/v2/D4E22AQFw7llfvcehZw/feedshare-shrink_160/B4EaCb4716IYAk-/0/1789321789027?e=1790812800&v=beta&t=HON8ytBbKL0dvXGP2K_O_-Jk2t0vMd1X5j5H3lXfAEwView image2026-09-15T06:08:50.731170+00:00317https://www.linkedin.com/in/edzitron/Ed ZitronHere's my segment from earlier in the year with Bloomberg, covering how Anthropic and OpenAI are dangerous and unsustainable companies that shouldn’t IPO. The AI bubble is a con and retail investors are the marks. AI doesn’t have ROI, it’s nothing like AWS/Uber, and it’s got no post-bubble recovery story.https://www.linkedin.com/feed0.00802026-09-04T05:31:27.753406+00:001linkedin.comipoaibloomberg292https://media.licdn.com/dms/image/v2/D5605AQEAvyojraXZ3g/videocover-low/B56aBjlnRBGUBI-/0/1788377206625?e=1789106400&v=beta&t=6XOJn05p7mOr_aAinB0yv8fT2_NJjPfDvhLDYooThLY2026-09-04T05:31:28.025196+00:00