Anthropic's IPO price talk drops by half a trillion dollars
Revenue grew 45 percent in a quarter. Some investors wanted more, and a slice of that revenue comes from companies copying Claude.
글 The desk, News · · 1분 읽기
태그: anthropic · ipo · valuation · investors
이 기사는 아직 한국어로 없습니다. 영어를 읽습니다.
- 이 소식
- Revenue grew 45 percent in a quarter.
- 왜 중요한가
- Some investors wanted more, and a slice of that revenue comes from companies copying Claude.
- 확인된 것
- The photograph is generated for this story.
이름을 밝힌 출처에 묶여 있다. 검증됨으로 표시하지 않았다. Investing.com (Reuters)
The news
Some investors who attended Anthropic's investor day on October 14 discussed a valuation of around 1.5 trillion dollars for the planned November share sale, below the roughly 2 trillion dollars previously expected, Reuters reported, citing four people familiar with the matter.
Why it matters
A 500 billion dollar haircut before the roadshow starts shows public-market investors pricing slowing growth, not just scale. OpenAI, expected to list next year, will be judged on the same curve.
The details
Third-quarter revenue of 16.8 billion dollars was up 45 percent on the second quarter. But the second quarter had more than doubled the first, and some attendees were disappointed by the slowdown, Reuters said.
Anthropic also told investors that an estimated 5 to 7 percent of revenue comes from distillation, other companies using Claude's outputs to train their own models, and that this revenue will likely fall as it blocks the practice, The Decoder reported, citing US media accounts. Anthropic has not commented on the figures.
What we could not check
- All figures come from people briefed at a closed meeting, not from filings.
- No public S-1 exists yet.
출처
The photograph is generated for this story. It does not show the people named in it.