Anthropic IPO called 'heist of the century': Google and Amazon's $26B circular deal
ramagetime · x · 2026-10-29
A viral thread argues Anthropic's IPO is the ultimate circular-deal play: Google and Amazon invested $26B cash, got it right back selling compute and chips, then took 26% equity as Anthropic needed more compute. With $200B+ in contracts over 10 years, rippling stock prices, pre-IPO compute discounts and a strong S-1, a potential $2T IPO valuation would make their stakes worth $500B+ — unloadable to retail. The author calls it big tech's heist of the century.
Related event: Anthropic IPO Filing Sparks Fierce Bull-Bear Debate(12 posts)→
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