Author: Biteye
On November 10, Anthropic updated its SEC prospectus (S-1/A), planning to issue 825 million shares at an offering price of $70–78 each, with a total public offering scale of approximately $57.8–64.4 billion, and Google, Nvidia, and others will additionally subscribe for $26 billion.
Based on the offering price, the valuation of Anthropic's common stock is approximately $916.1 billion–1.02 trillion, with a fully diluted valuation of about $1.26–1.405 trillion.
🌟 So, how much do various institutions value Anthropic?
1. Anthropic Series H: $965 billion, the post-financing valuation from May.
2. New Constructs: $144 billion–1.1 trillion, valuation scenarios under different growth assumptions, generally taking a cautious attitude towards high valuations.
3. PitchBook: Valuation between $1.4 trillion and $1.6 trillion, believing it cannot support $2 trillion.
4. Morningstar: $1.7 trillion, based on projected future revenue and profit.
🌟 Notable investors and analysts on Anthropic's valuation:
1. Aswath Damodaran (New York University): $1.45 trillion, updated DCF model on November 3, lowering the previous valuation of $1.475 trillion.
2. Ian Wyatt (Editor of IPO Watch): $1.4–1.6 trillion, believes this is a reasonable buy valuation range for Anthropic.
3. Chamath (Founder and CEO of Social Capital): Close to $1 trillion, the previously suggested financing valuation is not the latest fair value.
4. Gavin Baker (Founder of Atreides Management): $3 trillion, believes Anthropic was worth this price at that time.
5. Zhang Lu (Founding Partner of Fusion Fund): Approximately $1.5 trillion, believes this is more reasonable than the previous market expectation of $2 trillion, and also beneficial for post-listing stock performance.
6. Li Zhaoyu (Managing Partner of Amont Partners): $1.5 trillion faces challenges, believes it needs to achieve an ARR of about $100 billion by year-end, otherwise $1.2–1.3 trillion may not hold up either.
7. Zhang Feida (Associate Professor at CEIBS): Questions the $1.5 trillion valuation, calculates that to support this valuation, annual revenue needs to reach about $621.2 billion and net profit about $155.3 billion in ten years.
As one of the most watched AI companies globally, Anthropic is about to land on U.S. stock markets and may become one of this year's most significant tech IPOs.
From Wall Street to the Crypto market, various parties have already started pricing it in advance.
So the question arises, do you have faith in Anthropic's performance after it goes public, or do you think the AI valuation bubble is too big? One trillion in $BTC and one trillion in $ANT, which one do you choose?
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