Analyst predicts Anthropic may delay IPO as data markets cool faster than compute
andersonbcdefg · x · 2026-11-01
futurenomics makes three predictions: Anthropic is increasingly likely to postpone its IPO or miss targets (a $200B valuation versus a $2T ambition); data markets will be hit harder than compute markets during the cooldown; and both companies will likely IPO by end of 2028 as they grow too large to stay private. Quoting author andersonbcdefg hopes data markets take the hit so the industry returns to normal businesses instead of get-rich-quick plays.
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