Anthropic Confidentially Files for IPO, Nears $1T Valuation
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- Anthropic confidentially filed a draft S-1 with the SEC, joining OpenAI and SpaceX in preparing to go public this year
- The AI company has seen explosive growth over the last year, driven largely by new technology that can automatically write computer code, per the New York Times
- Multiple outlets report Anthropic is nearing a $1 trillion valuation, with Crypto Briefing and the San Francisco Business Times framing it as overtaking OpenAI in the startup valuation race
- Michael Burry publicly disputed the valuation, telling Business Insider that neither SpaceX nor Anthropic is worth $1 trillion amid broader concerns about an AI bubble
- Salesforce holds a $5 billion investment in Anthropic, per Jim Cramer's commentary on the filing
- Anthropic's filing does not yet set an IPO date — Deirdre Bosa noted on X that a confidential draft S-1 starts the SEC clock but establishes no pricing timeline
Why it matters: Anthropic's confidential filing activates the SEC review clock on what outlets are already calling a potential $1 trillion IPO, the third mega-listing queued for 2026 alongside OpenAI and SpaceX. The public pushback from 'Big Short' investor Michael Burry — explicitly calling the valuation unjustified — injects a noted skeptic's voice into a market consensus that has otherwise treated near-trillion-dollar AI labs as reasonable.
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