● FundingNov 6, 2026 · 06:518 sources
Anthropic Investors Float $1T Valuation as Selloff Threatens IPO Delay
From marketbrief.now
AI;DR
Three major investors planning Anthropic's IPO suggest a valuation closer to $1 trillion, down from earlier figures. Anthropic disclosed third-quarter sequential revenue growth slowed to 47% to reach $16.96 billion. The company moved from a $974 million second-quarter operating profit to a $567 million operating loss.
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Sources
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- SUPPORT@deitaone“Anthropic's chances of going public in 2026 have fallen below 60% on Kalshi, down from nearly 90% before the midterms.”x.com
- SUPPORT@edludlow“Revenue: $16.8 billion Adjusted gross margin: 85% Adjusted operating margin: 11%+”x.com
- SUPPORT@chamath“it’s more critical for Ant to get public and get the $200B they need than to optimize for valuation.”x.com
- SUPPORT@pequityresearch“Good but not good enough number from Anthropic. Look at the reaction from semis in after hours right after this came out.”x.com
- SUPPORT@tmtbreakout“FT's reported Anthropic Q3 Rev of $16.8B maps out to $74B ARR end of Sept”x.com
- SUPPORT@jukan05“A good chunk of the market seems to want to read Anthropic's lower than expected ARR as a sign that demand slowed because Anthropic's models are falling behind.”x.com
- SUPPORT@southernvalue95“objectively Ant went from adding 10B rev per month to ~2-3B of rev per month. Growth has slowed significantly in real terms”x.com