🤖 Anthropic postpones its IPO to mid-October
The developer of the Claude AI assistant is delaying marketing for its initial public offering until mid-October, with the listing itself planned for a few days before the U.S. midterm elections in November. It was previously expected that the S-1 registration statement would be published as early as next week; now it is expected in late September
A $2 trillion valuation — a record in history
Investors are talking about a $2 trillion valuation, which would make Anthropic's IPO the largest in history, breaking SpaceX's record. By comparison, SpaceX raised $85.7 billion in June 2026, nearly tripling the previous record held by Saudi Aramco. At the same time, SpaceX itself has shown zero return for early buyers since listing
The move to October is no coincidence. Tying the listing to the elections is a smart move: the political backdrop can influence markets, and the company apparently wants to go public at the right moment. $2 trillion for a company that is not yet public is bold, but the AI sector is currently red-hot
Can Anthropic justify such a valuation in the public market? Or will it repeat SpaceX's fate with a 54% drop from its peak?
NFA. DYOR.
The developer of the Claude AI assistant is delaying marketing for its initial public offering until mid-October, with the listing itself planned for a few days before the U.S. midterm elections in November. It was previously expected that the S-1 registration statement would be published as early as next week; now it is expected in late September
A $2 trillion valuation — a record in history
Investors are talking about a $2 trillion valuation, which would make Anthropic's IPO the largest in history, breaking SpaceX's record. By comparison, SpaceX raised $85.7 billion in June 2026, nearly tripling the previous record held by Saudi Aramco. At the same time, SpaceX itself has shown zero return for early buyers since listing
The move to October is no coincidence. Tying the listing to the elections is a smart move: the political backdrop can influence markets, and the company apparently wants to go public at the right moment. $2 trillion for a company that is not yet public is bold, but the AI sector is currently red-hot
Can Anthropic justify such a valuation in the public market? Or will it repeat SpaceX's fate with a 54% drop from its peak?
NFA. DYOR.
