{"id":914450,"date":"2026-09-29T19:59:01","date_gmt":"2026-09-29T19:59:01","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/914450\/"},"modified":"2026-09-29T19:59:01","modified_gmt":"2026-09-29T19:59:01","slug":"anthropic-ipo-leaks-here-are-2-big-hot-takes","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/914450\/","title":{"rendered":"Anthropic IPO leaks \u2014 here are 2 big hot takes"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">And we have an IPO prospectus leak for Anthropic (<a href=\"https:\/\/finance.yahoo.com\/quote\/ANTH.PVT\/\" data-ylk=\"slk:ANTH.PVT;elm:context_link;itc:0;sec:content-canvas;cpos:1;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;ANTH.PVT&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;1&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">ANTH.PVT<\/a>).  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">For a company that has a billionaire founder warning about the significant safety risks to the world at the hands of his powerful tech, why isn&#8217;t this a shock?  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Anthropic saw its 2025 sales surge 1,088% to $4.59 billion, according to a <a href=\"https:\/\/www.reuters.com\/business\/finance\/anthropics-ipo-prospectus-shows-sweeping-ai-vision-surging-costs-2026-09-28\/\" data-ylk=\"slk:report;elm:context_link;itc:0;sec:content-canvas;cpos:2;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;report&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;2&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">report<\/a> from Reuters late Monday, which saw the company&#8217;s IPO prospectus. An official filing has not been made public yet.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Read more: <a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/article\/how-anthropic-overtook-openai-to-become-the-ai-lab-to-beat-133055747.html\" data-ylk=\"slk:How%20Anthropic%20overtook%20OpenAI%20to%20become%20the%20AI%20lab%20to%20beat;elm:context_link;itc:0;sec:content-canvas;cpos:3;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;How Anthropic overtook OpenAI to become the AI lab to beat&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;3&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">How Anthropic overtook OpenAI to become the AI lab to beat<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Anthropic lost $41.97 billion last year on a GAAP net basis, up from a loss of $8.31 billion in 2024.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company formally warned investors that its technology may pose &#8220;existential risks to humanity&#8221;, per a <a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/exclusive-anthropic-warns-ai-may-001709847.html\" data-ylk=\"slk:report;elm:context_link;itc:0;sec:content-canvas;cpos:4;pos:1;_E:mb_qualified_link;ct:story;outcm:mb_qualified_link;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;report&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;4&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yContentType&quot;:&quot;story&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">report<\/a> on Tuesday citing sources with knowledge of the prospectus.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Here are two hot takes off the jump:  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Why everything has to go right for Anthropic, or else: The prospectus outlines about $518 billion in cloud, compute, and infrastructure obligations as the company continues building out its AI infrastructure. While the monster number underscores the optimism on AI stocks, it also shows how intertwined the AI ecosystem has become. If Anthropic doesn&#8217;t deliver on its grand vision, it could put a lot of other companies at major financial risk \u2014 from a stock and a bond perspective.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">One surprising winner: The company, according to the FT report, has its sights set on a $2 trillion valuation. In a <a href=\"https:\/\/www.anthropic.com\/news\/series-h\" data-ylk=\"slk:funding%20round%20in%20May;elm:context_link;itc:0;sec:content-canvas;cpos:5;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;funding round in May&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;5&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\">funding round in May<\/a>, Anthropic was valued at $965 billion.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Salesforce (<a href=\"https:\/\/finance.yahoo.com\/quote\/CRM\/\" data-ylk=\"slk:CRM;elm:context_link;itc:0;sec:content-canvas;cpos:6;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;CRM&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;6&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">CRM<\/a>) stands to be an under-the-radar winner here.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The company&#8217;s stake in Anthropic was valued at $5 billion on its last funding round.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Salesforce had initially invested $50 million in Anthropic in early 2023 and participated in subsequent funding rounds.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/author\/brian-sozzi\/\" data-ylk=\"slk:Brian%20Sozzi;elm:context_link;itc:0;sec:content-canvas;cpos:7;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Brian Sozzi&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;7&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Brian Sozzi<\/a> is Yahoo Finance&#8217;s Executive Editor, host of the <a href=\"https:\/\/finance.yahoo.com\/videos\/series\/sozzi-unleashed\/\" data-ylk=\"slk:Sozzi%20Unleashed;elm:context_link;itc:0;sec:content-canvas;cpos:8;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Sozzi Unleashed&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;8&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Sozzi Unleashed<\/a> morning show, the &#8216;<a href=\"https:\/\/finance.yahoo.com\/videos\/series\/power-players\/\" data-ylk=\"slk:Power%20Players%20With%20Brian%20Sozzi&#039;;elm:context_link;itc:0;sec:content-canvas;cpos:9;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Power Players With Brian Sozzi&#039;&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;9&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Power Players With Brian Sozzi&#8217;<\/a> podcast and a member of Yahoo Finance&#8217;s editorial leadership team. Follow Sozzi on X<a href=\"https:\/\/twitter.com\/BrianSozzi\" data-ylk=\"slk:%20%40BrianSozzi;elm:context_link;itc:0;sec:content-canvas;cpos:10;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; @BrianSozzi&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;10&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> @BrianSozzi<\/a>,<a href=\"https:\/\/www.instagram.com\/briansozzi\/\" data-ylk=\"slk:%20Instagram;elm:context_link;itc:0;sec:content-canvas;cpos:11;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; Instagram&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;11&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> Instagram<\/a>, and<a href=\"https:\/\/www.linkedin.com\/in\/briansozzi\/\" data-ylk=\"slk:%20LinkedIn;elm:context_link;itc:0;sec:content-canvas;cpos:12;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot; LinkedIn&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;12&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"link\"> LinkedIn<\/a>. 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Email brian.sozzi@yahoofinance.com.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/topic\/stock-market-news\/\" data-ylk=\"slk:Click%20here%20for%20in-depth%20analysis%20of%20the%20latest%20stock%20market%20news%20and%20events%20moving%20stock%20prices;elm:context_link;itc:0;sec:content-canvas;cpos:13;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Click here for in-depth analysis of the latest stock market news and events moving stock prices&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;13&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Click here for in-depth analysis of the latest stock market news and events moving stock prices<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/finance.yahoo.com\/news\/\" data-ylk=\"slk:Read%20the%20latest%20financial%20and%20business%20news%20from%20Yahoo%20Finance;elm:context_link;itc:0;sec:content-canvas;cpos:14;pos:1;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Read the latest financial and business news from Yahoo Finance&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkPosition&quot;:&quot;14&quot;,&quot;yPosition&quot;:&quot;1&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"link\" rel=\"nofollow noopener\">Read the latest financial and business news from Yahoo Finance<\/a>  <\/p>\n<p>       <script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><script async src=\"\/\/www.instagram.com\/embed.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"And we have an IPO prospectus leak for Anthropic (ANTH.PVT). For a company that has a billionaire founder&hellip;\n","protected":false},"author":2,"featured_media":914451,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[62,1930,276,277,49,48,266703,61],"class_list":["post-914450","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-anthropic","tag-artificial-intelligence","tag-artificialintelligence","tag-ca","tag-canada","tag-ipo-prospectus","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/914450","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=914450"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/914450\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/914451"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=914450"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=914450"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=914450"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}