Anthropic Asked the Public for $100 Billion at $1.5 Trillion. Days Before the Roadshow, Reuters Says the Buyers Want a Discount, and the Compute Bill Just Doubled to $895 Billion
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Reuters reported Thursday Nov 5 that potential investors doubt Anthropic can start its IPO roadshow the week of November 9 for a November listing, viewing the $1.5 trillion valuation as the high end and pushing for a bigger discount after the post-midterm AI selloff. The amended S-1 filed Nov 2 shows about $17 billion in Q3 revenue, a slide back to a $567 million operating loss, and $895.4 billion of compute and infrastructure commitments with $69.8 billion due within a year. The same Friday OpenAI wired $11 billion at $1.25 trillion after scaling back a round first pitched at $30 billion-plus at $1.4 trillion.
