#Anthropicâs6xIPODemandSignalsPotentialRecordRaise
𧟠$90B Raise, 5 Days Out: Amodei Calls Compute the Dilemma
Anthropic's ~6x-covered IPO prices Nov 18, yet its CEO just called compute spending the "deepest business dilemma".
đ $64.4B IPO + $26B placement = ~$90.4B
đ Run-rate revenue $81B, +$10B in a month
đŠ $70-$78 a share, ~$1.4T fully diluted
â ïž ~20% for retail vs a typical 5-10%
Zoom out: that's ~60x what US crypto ETFs lost in 5 days. ANT tests where risk money wants to sit.
ANT's first week: above or below $78? đ
$BTC
#Anthropicâs6xIPODemandSignalsPotentialRecordRaise #IPO #AI
𧟠$90B Raise, 5 Days Out: Amodei Calls Compute the Dilemma
Anthropic's ~6x-covered IPO prices Nov 18, yet its CEO just called compute spending the "deepest business dilemma".
đ $64.4B IPO + $26B placement = ~$90.4B
đ Run-rate revenue $81B, +$10B in a month
đŠ $70-$78 a share, ~$1.4T fully diluted
â ïž ~20% for retail vs a typical 5-10%
Zoom out: that's ~60x what US crypto ETFs lost in 5 days. ANT tests where risk money wants to sit.
ANT's first week: above or below $78? đ
$BTC
#Anthropicâs6xIPODemandSignalsPotentialRecordRaise #IPO #AI
