Anthropic Files S-1 for Historic IPO
Anthropic officially filed its S-1 targeting over $100B at a $1.5–$2T valuation — potentially the largest IPO in history — with founders retaining perpetual voting control via Class F shares and the FTC simultaneously expanding its AI safety probe into the company.
What we know
An account on X broke the headline detail: Anthropic's founders could retain 50.1% voting power long after IPO via a special Class F share structure, even after selling nearly all their equity. Another account on X confirmed the $100B+ raise target at a $1.5T valuation, which would make it the largest IPO in history. Another account on X broke down the customer tiers: ~250 paying >$10M/yr, 1,900 paying >$1M/yr, 11,900 paying >$100K/yr. Another account on X called the cash position the standout stat — more than any other tech company on earth. Another account on X highlighted the valuation paradox: Anthropic at $1.5T vs Samsung at $930B despite Anthropic having 1/16th Samsung's revenue. Another account on X reported the FTC is demanding Anthropic execs testify in an expanding AI safety probe. Community reaction ranged from bullish ($ANT IPOP perpetuals going live) to skeptical (another account on X noting the S-1 release itself drives Claude token spend, boosting the ARR it showcases). Another account on X added nuance on inference margin mechanics, arguing revenue and margins can both rise even as token prices fall.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.