by HarHarVeryFunny
24 subcomments
- It's interesting that Amazon don't appear interested in acquiring Anthropic, which would have seemed like somewhat of a natural fit given that they are already partnered, Anthropic have apparently optimized (or at least adapted) for Trainium, and Amazon don't have their own frontier model.
It seems that Amazon are playing this much like Microsoft - seeing themselves are more of a cloud provider, happy to serve anyone's models, and perhaps only putting a moderate effort into building their own models (which they'll be happy to serve to those who want that capability/price point).
I don't see the pure "AI" plays like OpenAI and Anthropic able to survive as independent companies when they are competing against the likes of Google, and with Microsoft and Amazon happy to serve whatever future model comes along.
by baggachipz
4 subcomments
- That S1 is gonna make for a fun read. It'll make Adam Neumann blush.
by socketcluster
1 subcomments
- Meanwhile I tap bankruptcy lawyers as I race Anthropic and OpenAI to stay solvent.
- I think people here on HN have a front seat perspective on the value of Anthropic & Claude because it's simply the best/most consistent coding assistant AI. I don't think there's a broad awareness of Anthropic's market edge at the moment, the IPO may be a good time to invest.
- I was thinking this is going to happen because last night I got an email about them fixing how they collect sales taxes. Having been part of a couple of IPO/acquisitions, I thought to myself: "Nobody cares about sales taxes until they need to IPO or sell."
by thoughtfulchris
4 subcomments
- It could be smart for them to get in now with so much talk of a bubble or potential stock market correction.
by gautamcgoel
1 subcomments
- How would this work, given that Anthropic is a public benefit corporation?
- I love claude, but looking at google it seems like it will just be a matter of time before Google/Gemini will be a better product. Just looking at how much Google have improved their AI game the last couple months. I'm putting my money on google, I assume the reason they are doing an IPO right now is to be able to cash in on the investment before google surpasses them.
It's a hot take, I know :D
- I have no doubt many of these companies will go bankrupt, but I wonder who will be first.
Google and Microsoft are pushing AI extremely heavily but they have other sources of revenue, whereas ChatGPT only has partnerships and subscribers. Are they profiting from their 200 USD tier? Because it seems quite obvious to me they are just bearing the brunt of free users by being loss leaders at the moment.
- https://archive.is/2025.12.03-180256/https://www.ft.com/cont...
- Honestly these IPOs are likely to kill the market. Once the necessary disclosures are out, and the worse-case math people are assuming turns out to have been way more optimistic than the actual truth, the entire market is likely crashing since the money is so spread out. So far there has been zero good news from an investment perspective out of LLM centered companies outside of what are ultimately just complex financial engineered investments.
- It kind of feels like Anthropic needs to IPO before OpenAI.
If OpenAI IPO's first, it'd be huge. Then Anthropic does, but AI IPO hype has sailed.
If Anthropic IPO's first, they get the AI IPO hype. OpenAI IPO probably huge either way.
by an0malous
1 subcomments
- They’re trying to pass the bag to retail investors before the bubble pops
- Emphasis on race. Get it done before this implodes
- Retail investors yoloing into AI at peak bubble vibes sounds about right
by ChrisArchitect
0 subcomment
- Source: https://giftarticle.ft.com/giftarticle/actions/redeem/3ffefa...
- So would a $300B Anthropic get included in the SP500?
by nextworddev
3 subcomments
- interesting HN is so bearish considering most of them spend more on AI daily than any other saas category
by johnnienaked
0 subcomment
- Last month OpenAI was IPOing soon before Sam said they weren't IPOing soon
- I guess (hope) this means they don’t see a bailout happening soon enough
- Whatever you think about AI, it is a good that Anthropic go public and I argue it’s consistent with their mission. It’s better for the public to have a way to own a piece of the company.
In an interview Sam Altman said he preferred to stay away from an IPO, but the notion of the public having an interest in the company appealed to him. Actions speak louder than words, and so it is fitting from a mission standpoint that Anthropic may do it first.
by zerosizedweasle
3 subcomments
- Okay, let’s see you guys get passed the inference costs disclosure. According to WSJ it is enough to kill the frontier shop business model. It’s one of the biggest things blocking OpenAI
https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-a...
- > In a statement, an Anthropic spokesperson said: “We have not made any decisions about when, or even whether, to go public.”
They are going public.
by mrinterweb
0 subcomment
- IPO makes sense for those who might want to cash out before the bubble bursts.
by outside1234
0 subcomment
- Man, people really don't learn. Setting money on fire would have a better outcome than investing in an IPO like this.
by yoyohello13
0 subcomment
- Let the enshitification of Claude commence!
by bethekidyouwant
1 subcomments
- I guess the bubble pops the day these IPO
- Now that's the beginning of a bubble worth investing in
by spacecadet
0 subcomment
- [flagged]
- This seems contrary to their stated goal to prioritize AI safety.
It is against the law to prioritize AI safety if you run a public company. You must prioritize profits for your shareholders.
by bonsai_spool
0 subcomment
- Amodei is at the NYT Dealbook Summit today at 1:40 Eastern
by zozbot234
3 subcomments
- Does this mean that Anthropic has more than reached AGI, seeing as OpenAI has officially defined "AGI" as any AI that manages to create more than a hectocorn's worth (100 unicorns, or $100B) in economic value?
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