Yet another Hacker News

Anthropic IPO Buyers See Valuation as Low as $1.1T

19 points dgellow 55 minutes ago 7 comments

techblueberry 54 minutes ago | parent

But we're so close to RSI!

rvz 49 minutes ago | parent

Still overvalued.

anxman 18 minutes ago | parent

Same thing I was going to type! I think they’re just testing these to see the reaction. Like a reverse auction while OpenAI watches in terror.

I want to see this go out at $800b. I do not believe even $1T will be supported by public markets unless they shrink the float — but that also comes with its own risks.

pinkmuffinere 14 minutes ago | parent

Some benchmarks to compare against:

Apple: 5 T

Google: 3.5 T

Meta: 1.55 T

Microsoft: 3.97 T

Berkshire Hathaway: 1.2 T

Eli Lilly: 1.28 T

Tesla: 1.38 T

Walmart: 1 T

Spotify: 125 billion

vlflp 11 minutes ago | parent

As high as $1.1T. Where is the supposed growth going to come from?

Claude has been pushed by force and coercive marketing into most software organizations and many open source projects. In 2026 the companies buying the narrative were exuberant and told employees to tokenmaxx.

This will stop in 2027 because companies will find out that nothing has improved. Nothing at all. They'll evaluate the expenditures.

So the market is saturated and usage is going down. Anthropic should be valued at $200 billion at best.

JesseTG 7 minutes ago | parent

Get your tickets to Layoffpalooza 2027 now!