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Anthropic confidentially submits draft S-1 to the SEC

anthropic.com

31–40 of 476 posts

Re: Anthropic confidentially submits draft S-1 to the SEC

#31
post #22

If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.

corporate pursuit of monopoly is as sure a phenomenon as gravity

Re: Anthropic confidentially submits draft S-1 to the SEC

#32
post #22

If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.

The question is not "if" they will lose their ethos but "how long will it take".

Re: Anthropic confidentially submits draft S-1 to the SEC

#33
post #22

If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.

> if their company ethos remains the same.

What? In what way would the change? They are already raising prices..

Re: Anthropic confidentially submits draft S-1 to the SEC

#34

With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?

At least all the index funds are obligated to, right?

Most index funds wait for at least a year before adding a new listing. The only exception that I'm aware of is QQQ and SpaceX.

Re: Anthropic confidentially submits draft S-1 to the SEC

#35

With SpaceX, OpenAI, and Anthropic, we're likely to see 3 of the largest IPOs ever (by a wide margin) this year. Will existing institutional investors trim other positions to allocate a lot of capital for these mega listings or is this not a concern?

At least all the index funds are obligated to, right?

Index funds follow indices and often only rebalance quarterly

Re: Anthropic confidentially submits draft S-1 to the SEC

#36
post #15

What does it mean to submit confidentially – what's the process there? I assume it be made public when approved by the SEC?

It means that Anthropic has submitted a document that it intends to share with the public in order to solicit public investment. This document includes details about its business, financials/revenue, ownership structure, risks, etc...

The document itself is what's confidential until the SEC approves it, at which point Anthropic will release that document to the public and IPO.

Re: Anthropic confidentially submits draft S-1 to the SEC

#38
post #22

If OpenAI and Anthropic eventually become public companies with trillion-dollar valuations, it will be interesting to see if their company ethos remains the same. With that much purchasing power, it's very tempting to gobble up competitors and raise prices.

IPO won't lose their ethos. Competition out from their duopoly will.

Re: Anthropic confidentially submits draft S-1 to the SEC

#39

Time to short the market. We are at peak bubble. "The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...

> Time to short the market. We are at peak bubble.

I've seen this comment on HN at least 5 times already.

Re: Anthropic confidentially submits draft S-1 to the SEC

#40
post #30

Time to short the market. We are at peak bubble. "The stock market just did something eerily similar to the dot-com bubble top in 2000" - https://www.cnbc.com/2026/06/01/the-stock-market-just-did-so...

This is actually the pin everyone was looking for that will pop this AI bubble, including the token cost falling in China and the release of open models that are good and run locally.

It could be, but the market could bounce right back. And if it does, it's hard to know who will emerge stronger. Anthropic could end up like Amazon, or it could end up like Yahoo.
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