Commentary on Anthropic's $65B valuation leak and IPO gamesmanship
GavinSBaker · x · 2026-08-18
Gavin Baker commented that Anthropic is losing marginal market share to OpenAI, open source, and Grok. He interprets the leaked $65 billion valuation as a move to support Anthropic's upcoming IPO roadshow by demonstrating ARR growth after capacity expansion. He expects OpenAI to leak data next to prove faster growth, predicting significant gamesmanship during the IPO period.
Related event: Anthropic's ARR Tops $65B, Overtaking OpenAI as Fall IPO Looms(27 posts)→
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