An early-stage Anthropic investor, who requested anonymity, forecasts the company’s shares will be priced at roughly $1.8 trillion at IPO, below the reported $2 trillion target, with post-IPO trading value reaching $2.3 trillion to $2.4 trillion, surpassing SpaceX’s $2.1 trillion market cap on its first trading day. Approximately 80% of Anthropic’s revenue comes from corporate customers, compared with roughly half for OpenAI, making it primarily an enterprise-focused company. For CFOs, AI unit costs are expected to decline as open models gain market share, but total spending will continue rising as adoption accelerates. The investor calls Anthropic the fastest-growing company in history and argues it can afford to slow down while still delivering substantial value.
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