Anthropic IPO filing targets $2 trillion valuation amid $42 billion loss

“Gonna buy some of these stock things”

“We're still so early.”

“Anthropic bets AI will outstrip electricity and the internet.”

“They made $4.6 billion in all of 2025. They made $11.5 billion from April to June 2026. Their run rate was last reported at $65 billion. That's almost 15x in under a year.”

“Their run rate was last reported at $65 billion. That's almost 15x in under a year.”

“Anthropic's upcoming IPO could reshape the landscape for AI investments, despite a reported net loss of $42 billion last year.”

“$252 billion in non-cancelable compute obligations across Microsoft, Google and Amazon, and $161.2 billion in Broadcom TPU lease obligations that are "largely non-cancelable". Truly insane.”

“it is weird to me that you can design a company such that the majority owners by value are not the majority owners by voting rights”

“Anthropic is losing $42 billion dollars a year and the target valuation is over $2 trillion. If that whets your appetite, feel free to jump in on meme coins from Hunter Biden and Hawk Tuah and maybe you’d be into”

“why has Reuters seen the prospectus and do we even have an SEC anymore?”

“Anthropic says AI may pose 'existential risks to humanity' in IPO filing”

“Anthropic’s newly unveiled IPO prospectus warns that its technology poses an “existential risk to humanity,” after a summer of hacking incidents where rogue agents broke containment and hacked business and government systems.”

“"What are you basing it on?" "We lost 42 billion dollars last year"”

“And if they don’t make a trillion dollars or so on the IPO they’re out of runway.”

“If Anthropic would like to give me $12.6 billion in order to receive $4.6 billion back, I'd like to make it known that I have a gap in my schedule that could work well for both of us.”

“Nearly 80 pages of the company’s 261-page initial public offering prospectus is dedicated to potential risk factors, while only 48 pages outline its business.”

“If the name attached to this was anything other than Anthropic these would be some seriously horrible financials, and that's before getting into all the colorful accounting they're using.”

“many of its largest clients were not locked into long-term contracts and could cut or stop spending”

“LLMs profoundly change society -The LLM business is mangled in terms of ROIC vs CoC Such a business already exists - airlines.”

“Future cloud obligations: $518B 🤯”

“the cost to get there will be staggering. Anthropic reported a net loss of $42 billion in 2025, and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year.”

“Pay close attention when a company as valuable as Anthropic puts such a profound warning in their IPO filing…”

“🔊 Anthropic is warning investors about potentially catastrophic AI risks as it prepares for a blockbuster IPO. Today’s Reuters Morning Bid podcast looks at the tension between AI’s risks and its soaring valuations reut.rs/4xUX76y”

“So it's... basically a private company but with extra steps?”

“Despite a $2 trillion valuation ahead of its IPO, Anthropic hasn't been a money-spinning operation so far.”

“I'd skip the $518B and go straight to the purchase obligations footnote once the S-1 is public. How much of it can Anthropic actually walk away from?”

“not sure how they define that, but say it amounts to a 25% EBIT margin, that would imply addtl OpEx of $450 b or 45% of every dollar of revenue”

“That balance makes measurable safety evidence central to the IPO discussion.”

“anthropic was loss leading it at 200 a month up to august. now I'm spending 1.5k a month, because obviously I'm going to cut back, but anthropic is getting 7x the revenue from me”

“of course the Anthropic S-1 was going to talk about existential risks, you really can't constantly talk about this in public and then not mention it in your prospectus”