Anthropic IPO valuation expectations drop to ~$1.5T as Q3 revenue growth slows to 45% QoQ
scaling01 · x · 2026-10-16
Reuters reports Anthropic's anticipated November IPO valuation expectations have dropped from $2T to $1.5T as some investors reconsider. Q3 revenue hit $16.8B, up 45% QoQ — a slowdown from Q2's 100%+ growth ($11.6B). Despite adjusted profitability, the deceleration plus tech selloff and AI infra cost concerns pressured sentiment; the company has committed $518B in cloud/infra spending over the next decade. The poster argues Claude 5.5's capability jump isn't yet in the numbers and bearishness is premature.
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