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Anthropic is expected to publish its IPO prospectus within weeks, targeting listing at around $2 trillion. 🇺🇸 The number everyone quotes is $2 trillion. The number that matters is 30. That's how many years of Anthropic's current sales you'd be paying for if you bought the whole company at...

48,588 views • 14 days ago •via X (Twitter)

9 Comments

کُرد وطن پرست's profile picture
کُرد وطن پرست14 days ago

Long live the King ✌️

Samih Kirolos's profile picture
Samih Kirolos14 days ago

.

Danny's profile picture
Danny14 days ago

Please help #MMTLP victims 🙏🏻🙏🏻🙏🏻

0xLanister's profile picture
0xLanister14 days ago

2 trillion valuation is straight up insane. paying 30x future sales feels like pure bubble territory, but AI growth is actually backing it up fr

Adolf Hitler's profile picture
Adolf Hitler14 days ago

Modi Create Asian NATO Modi (India),India,China,Russia together want to completely eliminate USA currency from the influence of Asia,India is playing an important role in this.If USA still does not attack India with the help of Pakistan,Asia beats USA,there will be unrest in Asia

اسماعیل زارعی's profile picture
اسماعیل زارعی14 days ago

Was that the gasoline price chart rising so rapidly?

MacCoy Adam's's profile picture
MacCoy Adam's14 days ago

Can growth continue at this pace once the enterprise market becomes saturated and competition (OpenAI, Google, xAI, etc.) intensifies

Happenline's profile picture
Happenline14 days ago

Filing soon is one step short of listing, but traders still see an IPO this year as likely: the market puts it at 89–90%.

PML(N) Ghizer GB's profile picture
PML(N) Ghizer GB14 days ago

$2 trillion gets the headlines, but 30 years of current sales puts the valuation into perspective. The real question is whether Anthropic can sustain its remarkable growth.

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Anthropic just told Wall Street that replacing human workers is worth $30 trillion a year. The largest IPO ever is about to go on sale, and the product being sold is "replacing jobs.“ $30 trillion is bigger than the entire economy of China. It's about the size of the whole United States economy, which runs around $32.5 trillion a year. And it's roughly a quarter of every dollar earned on this planet. Anthropic is telling investors that's the market. Now here's the part nobody explained: Companies usually size a market by counting an industry. They add up the software licences, the cloud contracts, the subscriptions, whatever that category buys in a year. But Anthropic did something else… They built the $30 trillion figure from the full scope of work that could be completed using AI models. So the market Anthropic sized is the world's wage bill. And this is where it gets really interesting: Anthropic's revenue right now runs about $65 billion a year, up from roughly $9 billion at the end of 2025. So Anthropic is telling investors it has captured 0.2% of its own market. The 191 technology companies in the S&P 1500 made $2.4 trillion in revenue last year. That's EVERY listed tech company added together. Anthropic is claiming a market TWELVE times bigger than all of them combined. That $30 trillion is doing one job here: Making the price look reasonable. Anthropic wants a valuation near $2 trillion and a raise of up to $100 billion, which would beat the $86.2 billion SpaceX pulled in the biggest IPO in history. Against $30 trillion, a $2 trillion price is basically nothing. Without it, you're buying a company with $65 billion in sales for $2 trillion. Then look at who steers the thing afterwards: Dario Amodei owns roughly 2% of Anthropic. Before the listing, Amodei and his co-founders are getting a special class of stock with extra voting power. The trust that appoints most of the board just dropped from four trustees to three. So whoever buys into the biggest IPO in history gets no vote and no board seat. And the insiders may get to sell into it. Anthropic is weighing letting existing shareholders cash out inside the offering, which SpaceX refused to allow. We watched this exact thing play out three months ago: SpaceX told investors its market was $28.5 trillion, priced at $135 a share in June, and traded under $105 in early August. Uber ran the same play in 2019 with a $6 trillion market. But the revenue here is real, and that's what makes it so hard to dismiss. Anthropic grew 7x in 7 months. Serious funds will ignore the $30 trillion completely and model the near-term target of roughly $200 billion in sales by the end of the decade. The $30 trillion is aimed at everyone else reading the headline. And Anthropic is a public benefit corporation. Amodei warned in his own essay this year about "a level of wealth concentration that will break society." He's predicted AI could wipe out half of all entry-level white-collar jobs. Job candidates are reportedly even asked how they'd feel if the company killed its own product on safety grounds and the stock went to zero. Anthropic took its name from anthropos, the Greek word for human being. And the pitch it's carrying to Wall Street is that its software can do the work humans currently get paid for. If Anthropic ever collects a real slice of that $30 trillion, it has to come out of wages somebody is getting paid today.

Ricardo

33,788 views • 24 days ago

🚨 WARNING: SPACEX IPO IS A REAL BIG STORM FOR MARKETS!! Everyone thinks $SPCX IPO will be free money. But people thought the same about Meta in 2012. After Meta went public, the stock dumped more than 70% in the first 100 days. Retail bought the hype. Then insiders and early investors got liquidity. Now the same setup is coming again. SpaceX is expected to go public on June 12 at a $1.75 TRILLION to $2 TRILLION valuation. That would instantly make it one of the biggest companies in the US market. But here’s the problem. This is not just an IPO. This is a massive liquidity event. SpaceX $SPCX is now expected to IPO at $135 per share, with 555,555,555 shares available. That means almost $75 BILLION in shares could hit the market. Read that again. $75 BILLION of liquidity could be absorbed on day one. And everyone still thinks this is bullish. Insiders reportedly own around 95% of SpaceX shares. The public float is only around 5%. That means insiders are sitting on more than $1.6 TRILLION of paper wealth. And after the IPO, that paper wealth starts becoming real exit liquidity. Michael Burry already warned about this. He said SpaceX, OpenAI and Anthropic could raise more money than the 300 biggest IPOs in 2000. And he is not just talking. He is already betting against the AI bubble with a massive short position in $PLTR and $NVDA. So now connect the dots. Meta IPO dumped after the hype. AI stocks are already crowded. SpaceX IPO could pull $75 BILLION of liquidity from the market. Stocks. Crypto. High beta tech. Everything retail is already holding. Most people will see the Elon hype. I see the liquidity drain. This could become one of the biggest insider cashout events in modern market history. I have studied macro for 10 years and called almost every major market top including the October BTC ATH. Follow and turn notifications on. I will post the warning before it hits the headlines.

DANNY

973,924 views • 3 months ago

Anthropic is asking the public for $2 trillion using a revenue number from…2028. That valuation would make it the largest stock market debut in history, ahead of SpaceX, which went public in June at $1.77 trillion. The company last raised privately in May at $965 billion. Investors now expect roughly DOUBLE that in October. And the unusual part is not the size here: Public companies are normally priced off the last 12 months of results, or at a stretch off next year's estimate. Reuters reported on Friday that bankers and investors are applying revenue multiples to Anthropic's forecast for 2028, which is more than two years past the deal. That forecast is $190 billion to $200 billion of annual revenue. It is more than four times the run rate the company disclosed in May. Before dismissing it, look at what the company has actually done, because the growth is not imaginary: Anthropic's annualized revenue run rate was around $9 billion at the end of 2025. By May it was $47 billion and it passed $65 billion at the end of July, a 7x increase inside a year. Second quarter revenue came in above $11.5 billion against roughly $787 million in the same quarter of 2025. The company projected its first quarterly operating profit of $559 million. Investors expect the run rate to reach $100 billion to $120 billion before the year closes. By comparison, OpenAI's run rate sat near $40 billion at the end of July, around 60% of Anthropic's. So the growth is real. But the question is whether anyone can price three more years of it. Because the things that could bend that curve are already visible today: Anthropic's top model costs more than two and a half times OpenAI's flagship. Chinese open-weight models deliver usable performance at a fraction of either price. And revenue growth slowed in June when the Commerce Department temporarily restricted exports of the company's best models, which is a reminder that a single government decision can reach directly into the forecast. Now look at what the multiple HAS to be… Palantir trades at 53 times expected 2026 revenue, which already makes it one of the most expensive stocks on the market. Cloudflare and SpaceX both sit near 41.6 times. Those are the reference points bankers are using. One investor told the Financial Times that a company growing at 800% a year should command at least 30 times revenue, which on their own math points to $3 trillion rather than two. And there is one more thing worth holding onto: Anthropic filed confidentially with the SEC in June and has been in a quiet period since. Every figure in this post reached the public through people speaking anonymously, and the company has declined to comment on all of it. So the largest listing ever attempted is being marketed to public investors through numbers none of them can independently check, against a forecast for a year that has not started yet. This is becoming the house style of the 2026 IPO market rather than a one-off. Cerebras priced its listing on ramping infrastructure demand. SpaceX built its debut around an addressable market model that reached years past its actual financials. Both asked buyers to fund a shape rather than a result. Anthropic is the biggest version of that trade anyone has attempted. The bull case is straightforward and it MIGHT be correct: A business compounding this fast, already turning an operating profit, selling into enterprises that are rebuilding their workflows around it, may look cheap at $2 trillion in three years. The bear case is equally simple: Every dollar of that valuation above the current run rate is a forecast, and whoever buys the stock in October is the one holding that forecast if the curve bends. Do you believe in Anthropic?

Ricardo

18,076 views • 1 month ago

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