链研社|AI First🔶💧|Nov 10, 2026 13:41
Anthropic's roadshow kicked off today, and its new model, Fable 5.2, was launched. However, its valuation has been pushed back from approximately $2 trillion to $1.1 trillion to $1.3 trillion, and the company has no plans to postpone its IPO, seizing the last window of opportunity.
This is essentially a repricing of the entire AI sector. Although the valuation has decreased, the total amount raised has not. The market will compare the latest valuation with OpenAI and reassess how long the premium for computing power and application companies can be sustained.
Anthropic launched its Nasdaq roadshow on November 10th (US time), aiming to price its shares before Thanksgiving on November 26th, with the ticker symbol ANT. Potential investors are currently discussing a valuation of approximately $1.1 trillion to $1.3 trillion, far lower than the earlier rumors of around $2 trillion.
This Friday, the CEO will host a live broadcast with the CEO of JPMorgan Chase regarding the IPO and is considering distributing 15% to 20% of its shares to retail investors.
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