#Anthropic’s6xIPODemandSignalsPotentialRecordRaise
📚 6x Oversubscribed. Aramco Was ~5x, SpaceX ~4x. So What?
Anthropic's IPO book is ~6x covered before Nov 18 pricing, but history says a packed book is no promise.
📊 Anthropic: ~6x demand for up to $64.4B, plus a $26B placement
🏦 Saudi Aramco 2019: ~$119B of bids for a $26B sale
📈 SpaceX, June: $250B+ of demand, ~4x the deal
⚠️ Facebook, Rivian: down ~40-70% a year after day-one open
My read: demand sets the price; earnings decide the next 12 months.
One year after the Nov 19 debut, is ANT above or below its IPO price? 👇
#AnthropicIPO #AI #Anthropic’s6xIPODemandSignalsPotentialRecordRaise
📚 6x Oversubscribed. Aramco Was ~5x, SpaceX ~4x. So What?
Anthropic's IPO book is ~6x covered before Nov 18 pricing, but history says a packed book is no promise.
📊 Anthropic: ~6x demand for up to $64.4B, plus a $26B placement
🏦 Saudi Aramco 2019: ~$119B of bids for a $26B sale
📈 SpaceX, June: $250B+ of demand, ~4x the deal
⚠️ Facebook, Rivian: down ~40-70% a year after day-one open
My read: demand sets the price; earnings decide the next 12 months.
One year after the Nov 19 debut, is ANT above or below its IPO price? 👇
#AnthropicIPO #AI #Anthropic’s6xIPODemandSignalsPotentialRecordRaise
