● FundingNov 6, 2026 · 16:378 sources
Anthropic's Next Week IPO Roadshow in Doubt Even as October ARR Tops $80B
From huggingnews.com
AI;DR
Anthropic's planned IPO roadshow is in doubt despite the company's October annualized revenue run rate reportedly topping $80 billion. Potential investors are waiting for October revenue figures left blank in its amended S-1 filing, and some investors told the Wall Street Journal that the valuation will likely need to fall below $1.5 trillion, with one saying it could land closer to $1 trillion.
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- SUPPORT@choblin29“Potential investors are pushing back on its $1.5 TRILLION valuation and demanding a bigger discount, putting next week's roadshow and a November listing at risk”x.com
- SUPPORT@staunovo“Other investors say October financial results could lessen blow of market rout”x.com
- SUPPORT@matthewstoller“Anthropic’s IPO is the payoff for a whole patronage network across Silicon Valley and Wall Street”x.com
- SUPPORT@garymarcus“Anthropic’s prospective valuation has dropped from $2T to $1.5 to maybe just $1T in a matter of weeks”x.com
- SUPPORT@kimmonismus“Anthropic's annualized revenue run rate topped $80 billion in October”x.com