This is the first time I've seen a Public, Confidential S-1 filing.
That's how you know it's purely marketing and they're not actually going public.
Anthropic confidentially submits draft S-1 to the SEC
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Re: Anthropic confidentially submits draft S-1 to the SEC
#42This is the first time I've seen a Public, Confidential S-1 filing.
It's the contents of the submission that are confidential, not the fact that they are submitting.
The contents themselves contain a lot of detailed information about the internals of the company including financials, revenue, ownership details etc... those details are what's confidential until the SEC gives its approval, at which point the public can then review the document.
Re: Anthropic confidentially submits draft S-1 to the SEC
#43With 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?
Based on current rules they wouldn't included in the S&P 500 for at least several years even based on optimistic scenarios.
Of course IIRC they looking into tweaking the rules to allow some handpicked extremely unprofitable companies in, due to "reasons"....
Re: Anthropic confidentially submits draft S-1 to the SEC
#44SpaceX submitted an amendment to their S-1 today[1] [1]: https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
Are we in a race to see who can pop the bubble first?
As you likely know, rules have recently been changed that basically force many 401k funds to invest in these IPOs while simultaneously having a relatively small number of the initial IPO to be sold to the public forcing the funds to by at inflated prices.
The bubble won't pop until these retirement accounts of have been raided.
Re: Anthropic confidentially submits draft S-1 to the SEC
#45Where will it be listed? I am considering selling all my index ETFs in those markets until the this blows over.
Re: Anthropic confidentially submits draft S-1 to the SEC
#46Earlier quoted context omitted.
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.
Technically they couldn't be added to the S&P 500 etc. until they become profitable.
Re: Anthropic confidentially submits draft S-1 to the SEC
#47With 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?
company must have a history of profitability before being included in the S&P 500
Re: Anthropic confidentially submits draft S-1 to the SEC
#48SpaceX submitted an amendment to their S-1 today[1] [1]: https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
Are we in a race to see who can pop the bubble first?
They all know it’s coming, if it pops before they ipo then they don’t get their billion dollar payday, they have every incentive to move quickly.
Re: Anthropic confidentially submits draft S-1 to the SEC
#49Where will it be listed? I am considering selling all my index ETFs in those markets until the this blows over.
Time in market > timing the market.
Re: Anthropic confidentially submits draft S-1 to the SEC
#50Time 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.
Where are these open models that are as good as GPT and Claude and run locally?