● FundingNov 6, 2026 · 00:368 sources
Anthropic 2026 IPO Odds Fall Below 60% on Kalshi as Tech Selloff Deepens
From marketbrief.now
AI;DR
Prediction market odds for Anthropic going public in 2026 fell below 60% on Kalshi. Anthropic disclosed that third quarter sequential revenue growth slowed to 47% to reach $16.96 billion. The company swung from a $974 million second quarter operating profit to a $567 million operating loss.
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- SUPPORT@rebeccatorrenc5“From today's amended S-1: Revenue was up ~47% QoQ, while compute and infra expenses were up ~78%. Total compute and infra commitments: $895 *billion*.”x.com
- SUPPORT@spyjared“Anthropic’s first operating profit lasted one quarter. The $974 million gain in the second quarter flipped to a $567 million loss in the third.”x.com
- SUPPORT@garymarcus“Q2 was an anomaly and Q3 doesn’t look as good. crazy to value this company at over a trillion when it is based on fantasy projections that already crumbling.”x.com
- SUPPORT@negligible_cap“institutional investors told the Claude maker and its advisers that the company's valuation in its planned IPO later this month should be around $1.5 trillion to $1.6 trillion, according to people familiar with the matter, well below figures closer to $2 trillion”x.com
- SUPPORT@thelonginvest“You don’t IPO in a crash Valuation is already under pressure to trim $500 billion before the IPO”x.com
- SUPPORT@edzitron“OpenAI's future hangs, in no small part, on how well Anthropic performs at its IPO — a company that's gradually drip-feeding investors bad news, like how its revenue growth has slowed, or the staggering extent of its future compute costs.”x.com