Damodaran: Anthropic IPO to Be Priced on ARR, Valuation Could Hit $1.5-2 Trillion

NYU professor Aswath Damodaran argues Anthropic's IPO will be priced on run-rate ARR like past tech narratives, and that a $1.5-2 trillion valuation would require profit margins above 30%.

2026-10-24 ~ 2026-10-24 · 2 related posts

• Damodaran: Anthropic IPO will be priced on ARR; $1.5-2T needs 30%+ margins — rohanpaul_ai · 2026-10-24

1 near-duplicate retellings: rohanpaul_ai