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The range of $70 to $78 per share implies up to $1.404T fully diluted; SiliconANGLE puts the fundraising goal at $64B.
Sources: Anthropic's bankers are weighing plans to raise its IPO price following heavy demand, which could increase the valuation target to $1.5T or more — Claude maker's listing price expected to rise after strong demand from investors — Anthropic's bankers are weighing plans to increase …
S-1: Nvidia plans to invest ~$10B in Anthropic after its IPO, or ~10% of the total new cash Anthropic is expected to raise in November, including in its IPO — Nvidia planned to invest $10 billion in Anthropic alongside its initial public offering, the largest of the new financial commitments from…
A revenue beat and raised full-year guidance, days after CNBC reported CoreWeave's bond yield topped 16% on AI credit stress.
Reuters saw emails to bankers with details of the IPO filing that Anthropic sent and then retracted; TechCrunch says the valuation range is expected this week.
The Information tallies more than $300 billion of AI stock sold or priced this year, with about $100 billion more coming, and asks how much the market can absorb.
Altimeter's Jamin Ball walks through the roadshow, the Thanksgiving window and what investors would need to believe about Claude.
The FT reports Anthropic still plans to list before Thanksgiving, aiming to raise $80B-$100B at a $1.25T to $1.75T valuation.
Agility Robotics, which makes the Digit humanoid robot for warehouses and factories, began trading on the Nasdaq on Thursday after a $2.5 billion SPAC merger. Co-founder Jonathan Hurst described how Amazon's warehouse tests convinced the company it needed a robot that could work safely next to…
After the post-election tech selloff, investors told the WSJ Anthropic may need a significantly lower valuation, one saying closer to $1T.
Agility debuted on the Nasdaq after a SPAC merger, the first publicly traded pure-play humanoid robotics company.
Speaking at a Wall Street Journal tech conference on Wednesday, the executive touted how the company had been gaining ground in the enterprise market, where rival Anthropic had already successfully made inroads.
Following years of fundraising, acquisitions, and expansion, food delivery startup Wonder is moving closer to becoming a publicly traded company.
Anthropic's S-1/A shows $5.0B of short-term burst compute at $7 to $13 per GPU-hour raised blended GPU costs 82% in two quarters, turning Q2's $974M operating profit into a $567M Q3 loss.
Anthropic's updated S-1 adds the third-quarter results that the first filing, released a week earlier, left out.
Sources: institutional investors told Anthropic that its IPO valuation should be around $1.5T to $1.6T, down from estimates of $2T, citing a tech stock selloff — Institutional investors who plan to buy shares in IPO show concern following a selloff in tech stocks
went into the Reliance results expecting Jio to be the obvious story because ipo + 500m users + all the noise around it ended up spending way more time reading the refinery section lol o2c EBITDA was ₹25,203cr this quarter...
The All-In hosts break down Anthropic's S-1 and Google's $500B one-day market-cap loss.
Blackstone forecasts Anthropic will get a high junk rating rather than investment grade after its IPO, which would make raising debt for its spending harder and costlier.
Anthropic's prospectus lists 88 risk factors over 93 pages; this analysis argues the hidden one is diseconomies of scale.
Anthropic launched tools that show companies how their AI spending is used, ahead of a planned IPO.
Anthropic is weighing setting aside 15% to 20% of the shares in its IPO for retail investors, people familiar with the matter told Bloomberg on Wednesday, 28 October. JPMorgan will lead the US retail offering, they said. TNW has not independently verified the report.
Massive note conversions reveal the true extent of Amazon's ownership in Anthropic.
Anthropic's IPO filing details more than $750 billion in computing deals, with more going to Google's chips and Elon Musk's SpaceX than to Amazon or Microsoft. Amazon's biggest payoff is its stake, which it valued at $190.4 billion in June.
Anthropic has filed for an IPO; the filing shows soaring revenue, mounting losses, major enterprise adoption and an unusual governance structure designed to preserve founder control and its safety mission.
Sources: Hong Kong-based stablecoin payments startup RedotPay plans a US IPO filing by year-end and is in talks for a pre-IPO round at a $4B to $5B valuation — Crypto firm Redotpay is considering filing confidentially for a US initial public offering by year-end, according to people familiar …
Anthropic's S-1 shows a governance structure that suits a fun quirky little mission-driven worker cooperative that needs to raise billions as a public company — Also share classes and fake polls. — Happy Anthropic S-1 day — Here's the draft prospectus for Anthropic PBC's initial public offering.
Per the S-1, more than half of Anthropic's $100,000-plus customers use both the Claude Platform and a first-party app, a cross-selling pattern that makes enterprise customers stickier.
Tunguz reads the S-1 as $4.6B of revenue growing 11.9-fold, a derived 40% gross margin, $974M of operating profit in Q2 and $637B of compute commitments.
Early-stage and follow-on investors in the AI lab are already sitting on major paper returns.
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The round would value OpenAI at $1.25 trillion, the highest valuation ever for a private company, ahead of its IPO.
