The hyping of Anthropic’s IPO

Sources sayI am watching something fascinating unfolding in real time. Anthropic is in an SEC-monitored “quiet period” before its IPO (expected sometime in the fall), somewhat limiting its communications (though not entirely; Amodei discussed governance matters on X yesterday, a rare appearance there for him, and the company continues to report on safety issues and so on). But that hasn’t stopped leakers and generative AI bulls from trying to convince audiences that Anthropic’s finances are spectacular. Aside from the Friday Reuters report above in which Anthropic is said to be “projecting 2028 ‌revenue of roughly $190 billion to $200 billion”, based of course on undisclosed math, ...

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