Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Anthropic taps IPO lawyers as it races OpenAI to go public

ft.com

Post reply on HN
Print view View original

31–40 of 322 posts

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#31

Post by gtirloni »

pu_pe wrote: post #5
JosephjackJR wrote: post #3

Earlier quoted context omitted.

[flagged]

The optimistic view is that Anthropic is one of about four labs in the world capable of generating truly state-of-the-art models. Also, Claude Code is arguably the best tool in its category at the moment. They have the developer market locked in. The problem as I see it is that neither of those things are significant moats. Both OpenAI and Google have far better branding and a much larger user base, and Google also h…

> They have the developer market locked in

Developers will jump ship to a better tool at a blink of an eye. I wouldn't call it locked in at all. In fact, people do use Claude Code and Codex simultaneously in some cases.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#32

Post by jascha_eng »

JosephjackJR wrote: post #3
rvz wrote: post #2

> 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.

[flagged]

> reportedly in the low single-digit billions at best

They are expected to hit 9 billion by end of year. Meaning the valuation multiple is only 30x. Which is still steep but at that growth rate not totally unreasonable.

https://techcrunch.com/2025/11/04/anthropic-expects-b2b-dema...

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#36

Post by esafak »

trjordan wrote: post #21
JosephjackJR wrote: post #3

Earlier quoted context omitted.

[flagged]

> the gap to GPT-4o, Gemini 2 ... is shrinking fast Are you ... aware that OpenAI and Google have launched more recent models?

That jumped out at me too. Like a time-traveling comment or something!

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#37

Post by torginus »

Havoc wrote: post #17

Retail investors yoloing into AI at peak bubble vibes sounds about right

Just how much of the market do retail investors control? I thought they were a drop in the bucket.

Also, is there a way to know how much of the total volume of shares is being traded now? If I kept hyping my company (successfully), and drove the share price from $10 to $1000, thanks to retail hype, I could 100x the value of my company lets say from $100m to $10B, while the amount of money actually changing hands would be miniscule in comparison.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#38

Post by runningRicky »

HarHarVeryFunny wrote: post #16

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…

why exit now and become a stuffed AI driven animal when you can keep running this ship yourself, doing your dream job and getting all the woos and panties?

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#39

Post by simgt »

unstatusthequo wrote: post #30
catigula wrote: post #23

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.

Do you think they currently exist to prioritize AI safety? That shit won’t pay the bills, will it? Then they don’t exist. Goals are nice, OKRs yay, but at the end of the day, we all know the dollar drives everything.

No that's not what they think, that's why they used sarcasm.

Re: Anthropic taps IPO lawyers as it races OpenAI to go public

#40

Post by whp_wessel »

JosephjackJR wrote: post #3
rvz wrote: post #2

> 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.

[flagged]

is this comment created by AI? acc created in last 24 hours, lots of long ai-speak
Post reply on HN