AI revenue is surging, but does Wall Street want to slash its valuation by $500 billion?
Anthropic, the company behind Claude, may be facing a major test of the AI bubble.
According to a WSJ report on 11/5, Anthropic’s annualized revenue has topped $80 billion, but some investors believe its IPO valuation should fall from $1.5 trillion to around $1 trillion.
I asked Claude to run the numbers:
📈 $1.5 trillion valuation = 18.8× annualized revenue
📉 $1 trillion valuation = 12.5× annualized revenue
Revenue hasn’t fallen, but Wall Street may be willing to assign it a valuation multiple that’s a third lower.
⚠️ Note: The $80 billion revenue figure and $1 trillion valuation both come from anonymous sources and have not been officially confirmed.
Keep an eye on two dates:
Week of 11/9: Will the IPO roadshow get underway?
Week of 11/16: Will it go public on schedule, and will it accept a lower valuation?
This isn’t just an AI story—it’s also worth watching for clues about risk sentiment in U.S. tech stocks and BTC.
Starting next week, I’ll use Claude to publicly share probability forecasts, record my calls, and review them when they come due. Getting a prediction right isn’t impressive; having the nerve to show when you’re wrong is. 😂
Do you think a $1.5 trillion valuation is sustainable?
A. Yes, faith in AI is still strong
B. Unlikely, $1 trillion is more reasonable
C. Delay the IPO outright
#Anthropic #AnthropicIPO估值遭大型投资者质疑
Anthropic, the company behind Claude, may be facing a major test of the AI bubble.
According to a WSJ report on 11/5, Anthropic’s annualized revenue has topped $80 billion, but some investors believe its IPO valuation should fall from $1.5 trillion to around $1 trillion.
I asked Claude to run the numbers:
📈 $1.5 trillion valuation = 18.8× annualized revenue
📉 $1 trillion valuation = 12.5× annualized revenue
Revenue hasn’t fallen, but Wall Street may be willing to assign it a valuation multiple that’s a third lower.
⚠️ Note: The $80 billion revenue figure and $1 trillion valuation both come from anonymous sources and have not been officially confirmed.
Keep an eye on two dates:
Week of 11/9: Will the IPO roadshow get underway?
Week of 11/16: Will it go public on schedule, and will it accept a lower valuation?
This isn’t just an AI story—it’s also worth watching for clues about risk sentiment in U.S. tech stocks and BTC.
Starting next week, I’ll use Claude to publicly share probability forecasts, record my calls, and review them when they come due. Getting a prediction right isn’t impressive; having the nerve to show when you’re wrong is. 😂
Do you think a $1.5 trillion valuation is sustainable?
A. Yes, faith in AI is still strong
B. Unlikely, $1 trillion is more reasonable
C. Delay the IPO outright
#Anthropic #AnthropicIPO估值遭大型投资者质疑
