Part of Anthropic's Claude Evolution · 12 stories · since Sep 23 · newest 7m ago
Anthropic's leaked IPO prospectus discloses $42B loss and AI 'existential risk' warningsAnthropic targets roughly $2 trillion IPO valuation
5 Sep 29 11:16 AM · 14d ago · 40 articles · 18 posts · 54 comments · 7 sources · development 5 of 8
Reporting confirms the offering is being targeted at approximately a $2 trillion valuation, following SpaceX's own $2 trillion debut and ahead of a planned OpenAI offering.
“Anthropic says its IPO valuation is targeted to be $2 trillion.”
@unusual_whalesAnthropic AI lab pursuing IPO
Dario Amodei Anthropic CEOJacob Coxon Former Anthropic researcherReuters News agency that obtained the prospectus
Donald Trump US President
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What was reported 5 claims about this development
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first by Reuters, 14d ago · also Investing.com News, Channel News Asia, Yahoo! Finance Canada
1 more headline
- Exclusive-Anthropic IPO prospectus lays bare deep dependence on Big Tech partners Investing.com News · 14d ago
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first by Proactive financial news, 14d ago · also Quartz, Proactive
1 more headline
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first by Bitcoin News, 15d ago · also Bitcoin Insider
1 more headline
- Anthropic IPO Filing Reportedly Discloses $42 Billion Loss, $518 Billion Spending Plan Bitcoin Insider · 15d ago
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first by New York Magazine, 14d ago
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first by Forbes Middle East, 15d ago
1 more headline
- Anthropic confirms IPO in November with a $2tn valuation TechCentral.ie · 15d ago
What people said 24 voices · best of 63 · verbatim
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Anthropic says its IPO valuation is targeted to be $2 trillion.
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Oooh, what an investment opportunity, let's invest in the extinction of the human race /s Ars Technica: Anthropic’s IPO pitch includes a warning about human extinction The Claude maker warns its own models could resist shutdowns and cause catastrophic harm. https:// arstechnica.com/ai/2026/09/ant…
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This is why the "old" investors are talking about an AI bubble. This exact same thing happened in the late 90's with the .com bubble. There were huge valuations in .com stocks that had little or no revenue. It was just a rush to be on the ground floor. It was literally a registration of a domain name then cap raises through IPO's to only pump and…
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> the gross margins right now are very positive. [...] So the company loses money. Each model makes money, but the company loses money.Amodei mentioned the reason for the big losses in an interview released on Feb 2026[1]. Assuming he was telling the truth, that's not a bad position to be in. From what I can tell from the replies to simonw, a lot…
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# WTF ?! # Anthropic plans 2 caution potential # investors in its # IPO that advanced # AI cud pose “catastrophic or existential risks 2 # humanity ,” an extraordinary warning by a co seeking 2 profit from the same # technology Company’s IPO prospectus..highlights risks associated w/ its AI models, which it sed cud exhibit “self-preserving…
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it can absolutely scale with users. more users, more prompts (more complicated and intensive prompts), more computation. plus, tokens (lengths of words) are computationally expensive, and at the current business model, the per user token cost is significantly higher than what the company brings back in subscription revenue from those users. and…
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See, it's shit like this that really throws the whole "people are quitting AI companies out of genuine worry!" out the window for me: Anthropic is literally peddling world-ending capability in their IPO proposal. Like, if your goal is to make more money than God, why would part of that pitch include a scenario where your own product makes money…
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I completely agree with you and I believe the whole AI cycle has become so incredibly risky and so it will be investing in Anthropic. I regret not selling Oracle a long time ago, but it's interesting how this year's financial reports have completely shifted the AI narrative focusing solely on health- and medicine-related AI applications. Anyway…
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would anyone buy manure if the sales pitch of the horseshit mongers was that we’ll all die from the stinking pile on offer? so why does it work for AI mongers? https://www. theguardian.com/technology/202 6/sep/29/anthropic-warns-existential-ai-risks-humanity-ipo-document-claude
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That's cool that you're "sure" but you simply cannot raise the delusional revenue you're claiming because you have zero product. AI companies have produced at the very minimum software that mimics consciousness & is eons ahead of google search for research, eons ahead of any prior multimedia generation tools. And this all exists NOW with 100's of…
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Net profits? None. Company lost $42 billion last year. Potential value of the company? $2 trillion https://www. reuters.com/business/finance/a nthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28/ # AI
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You’re just describing how bubbles work. Retail alone doesn’t drive bubbles; everyone thinks that it’s either a) a good and justifiable investment or b) that the risk of missing out is greater than the risk of being invested. Bear Stearns with the fifth largest investment bank in the US when it failed, Lehman was the fourth. These companies looked…
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Is that for their top tier models and does that account for long term infrastructure upkeep costs as well? GPU's probably last a lot longer than the pessimistic projections of only 1-3 years, but they do wear out. It doesn't necessarily need to be the frontier labs but someone needs to make enough money to pay for the datacenters and electrical…
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Yeah, I agree with this line of reasoning. Will we have correction(s)? Inevitably. Will they go to double digits? Who knows, but at some point probably. That said, the Entirety of the US economy is largely tech and services and the US economy does also steer a lot of global economics. To bet against the entirety of the US stock market long term…
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I'm sorry that you can't read. But my counter argument was that investors have made stupid mistakes before, and gave examples. Theranos was only one of them. The other far more important was the dotcom bubble, where investors funded anything with a website. If investors are the geniusses OP claims they are, that wouldn't have been the case…
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They're all just pulling the ripcords now, rushing to go public to force the banks to deal with their impossible losses so they can cash out. They can see as well as we do that this bubble's overdue for popping. Those numbers aren't even unrealistic, they're impossibly unrealistic - pure fantasy bullshit. If we had a working SEC, it'd be the kind…
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These AI companies going public are 1,000,000% banking on a taxpayer-funded bailout. Not only will these companies destroy your livelihood, they will also steal from your pocket to fund it, jack up inflation so that your new position of zero cashflow is more difficult and your children and grandchildren will still be paying off their debt long…
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That's how tech is supposed to behave, but AI is basically charging for compute + the model. They can train a model once and it'll scale to as many customers as they can get, but the compute to actually run the model and serve a customer scales linearly with customers. It's a pretty significant expense. The economics are a lot closer to AWS or…
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What are you basing that on, vibes? The circular financing I hear people talk about would be when nvda invests a large amount into a hyper scaler who then places a large order for gpus. Thats not a debt scenario. It’s equity financing. There’s plenty to draw criticism, still, but I think you should explore your reasoning more and try to understand…
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I’ve always imagined that the real risk of AI wasn’t necessarily that we’d reach AGI or a true super intelligence. It’s more likely that someone in a high up place will simply become convinced that that has occurred, and will rush to put it in charge of something very important it is not ready to handle.
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If you truly think that, then you should be putting all of your money into AI. Here’s your outcomes if you invest: AI successful, you are rich and no job. AI unsuccessful, you are poor and have job. Here’s outcomes if you don’t invest: AI successful, poor and no job. AI unsuccessful, poor and have job.
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The "digital god" idea is what's keeping these companies going. They will singlehandedly need more power generation than the entire world currently produces to get there with current technology. Temperature stable, scalable quantum computing and nuclear fusion is needed before we get anywhere close.
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Almost 60% of operating expense is attributed to compute. Anthropic does not own data centers, almost all of that expense is paid to AWS and GOOGL. Another fun fact: Of that $2Trillion in potential equity value, Amazon owns approximately $400 billion and Google owns between $300 to $350 billion…
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Now you know why Alex Karp and Scam Altman are moving to Nationalize AI data centers, their debts will become public.They’ll use the scare tactic of “if we don’t do it China will” in reality the tech bros are in collusion with our state run propaganda outlets to convince us of this narrative.
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