NEW Anthropic IPO is INSANE!

**Julian Goldie** (0:00)
Claude's maker just filed to go public, and this could be one of the biggest IPOs the world has ever seen. So this is Anthropics' own website, the company behind Claude, dated June the 1st, 2026 They say it themselves. They've filed the paperwork to sell shares to the public. Let me put that in plain English. When a company files this kind of paperwork, it means they're getting ready to let anyone buy a piece of them. That's called an IPO. So soon, regular people could own a slice of the company that makes Claude. They're honest about it on this page. Nothing's for sale today. The price and the timing aren't set. This is the first step, but it's a massive step. And to understand why they do it now, you have to see the numbers. Here's TechCrunch's breakdown on it. And basically, the number here that should stop you is that one year ago, Anthropic was making about $9 billion a year. Today, they're on track to make $47 billion. In 12 months, they got roughly five times bigger. A few days before they filed, they raised $65 billion. They pushed their value to $965 billion, that's almost a trillion dollars for a company most people had barely heard of two years ago. So this is real money, the smartest, most careful investors on the planet looked at Claude and said it's worth nearly a trillion dollars. Now, here's a bigger picture. By filing now, Anthropic jumped ahead of its biggest rival, OpenAI, the maker of ChatGPT. OpenAI is expected to file its own IPO later this year. Anthropic actually beat them to it. And it's not just these two. SpaceX, which is Elon Musk's company, recently filed two. So you've got three of the most important companies on earth in the AI world, all racing to go public in the same few months. Wall Street Analysis are calling it the floodgates opening after years of the market being quiet. Put those three together and they could be among the biggest IPOs ever attempted. The one thing tying them all together is artificial intelligence. Now, about 80% of their money comes from businesses. So they're real companies, people running things. And more than a thousand businesses each pay a million dollars a year to use Claude. And eight of them are the 10 biggest companies in America. So eight of the Fortune 10 are paying a million dollars a year each. Now, a lot of the growth also came from one product called Claude Code, which is a tool that helps people write software. And it came out widely really in May 2025, but early this year already passed two and a half billion dollars a year on its own, which is one product barely a year old doing billion dollars. And the third interesting thing is the timing, right? Why would you find out? Because this is a race between Chachie Petit, OpenAI, of course, and Anthropic. And the rivalry runs really deep here. Anthropic was actually started back in 2021 by people who left OpenAI. They split over disagreements about how the company was being run. Now, those two companies are the biggest names in AI, and they're racing each other onto the stock market. And also bear in mind that they just hired Andre Kapafi, who was also the co-founder of OpenAI as well. So you've got SpaceX as well, Elon Musk Company, which recently filed for its own IPO2. And you've got three of the most important companies on earth, all moving toward going public in the same few months. Now the CNBC lays out the rivalry clearly, right? Two companies took different paths. So OpenAI went after the public, we've ChatGPT, the chat bot, everyone knows. Anthropic went quiet and went up to businesses. And that business focus is exactly what's driving those crazy growth numbers. And here's something else worth noting, going public actually changes what a company has to show the world. So right now these AI companies are very private. A lot of their numbers stay hidden. Once they go public, they have to open the book. So we'll finally see the real picture in terms of how they perform it, what the profits are like, what the actual costs, how much does it actually take to run these models. And those costs are huge, right? Running AI takes enormous amounts of computing power and that's expensive. So one big question hanging over all of this is whether these companies can actually make money or whether they grow fast whilst burning cash. And the IPO is going to force the answer out into the public. It's also the question of whether these values are too high, mainly a trillion dollars is a massive number. Some people think it's fair, given the growth. Other people think it's a bubble. Nobody knows yet how these stocks will actually do once people can buy it and sell them freely. Now, there's also one big thing here that's leading up to all of this. And this is a model Anthropic built called Claude Mythos. It actually got so powerful at finding hidden flaws in computer systems that the company decided not to release it to the public. It found bugs that had gone unnoticed for over 17 years, completely on its own. And this is why that matters for the IPO. Investors aren't valuing Anthropic at trillion dollars because of what it does now. They're valuing it because each new model jumps far ahead of the last one and fast. Mythos is proof of that jump. When you decided whether to pay a trillion dollars for a company, the question isn't how good is the product today? It's how good will it be in two years? Mythos is Anthropic's answer to that question. And it's a big part of why Wall Street is willing to pay these numbers. That's the summary in one sentence. The growth so far has been insane and investors think the next few years will be even bigger. Now let me show you the part of this IPO that makes it historic. When three huge companies all want money from the same investors at the same time, there's only so much to go around. So if they're competing with SpaceX and also OpenAI, the first one to go to the market may get the best deal and the most attention. So Anthropic is moving fast to grab that spot. And the rivalry runs deep with the money, of course, because Anthropic was actually started back in 2021 after this dispute between some of the biggest names in AI. And so they're racing each other into the stock market. And filing first was a way to win a round in that race. So why is Anthropic going public at all? Well, there's a few interesting reasons here. Number one, building AI is brutally expensive. So it takes enormous amounts of computing power and that costs billions. Going public lets them raise huge sums from regular investors to keep building. Second, it lets early backers and employers finally cash out some of their shares. And third, it forces them to open their books. Right now they're private, so much of their numbers stay hidden. We see the growth headlines, but not the full picture. When it's public, they have to show everything. Those costs are enormous. And going public finally reveals what's going on outside of this. Now what happens next? The SEC, the government's market watchdog, now reviews Anthropics paperwork in private. That might take weeks or months. After that, if conditions look good, they can sell shares, reports, point to a possible debut around October. Obviously nothing's locked in. They were clear the timing dependence on the market, so if stocks wobble, they would probably wait. But here's the bigger question. What does an IPO this size mean for the wider economy? If you look at the scale here, you got three IPOs together, Anthropic, OpenAI, and SpaceX, which could pull more than $200 billion out of public markets. To put that in perspective, the entire US IPO market raised just $45 billion in all of last year. So these three companies alone are reaching more for more than four times what the whole market raised the year before, and that's an enormous amount of money to ask for. It raises a fair question here. Is there even enough to go around when everyone's reaching for the same pool of money? And at the same time, something has to give. The optimists have an answer. There's roughly $8 trillion sitting in safe cash accounts in the US right now. Even SpaceX's giant raise is about 1% of that. So the optimists say it's there, but it's a part worth understanding because it touches the wider economy, whether or not you own these stocks. This is the concentration problem. So right now, 10 companies, just 10 companies make up nearly 40% of the entire S&P 500 That's the index a lot of people's retirement savings are tied to, right? It's also already the most top heavy the market's ever been since the Great Depression. Now, if you add these three giants, experts here say that could push those top companies to nearly 50% of the whole index, half the market resting on a handful of stocks, most of them tied to AI. In plain terms, that means the whole health of the whole market gets more and more linked to how AI performs. If AI does well, it lifts a huge chunk of the market. If AI struggles, it pulls a huge chunk down with it. The economy ends up more tied to one industry than it's been in a very long time. That's a quiet story under the whole IPO wave. And it's why some careful people on Wall Street are watching it closely. Now that brings us to the question everyone's asking, which is this a bubble? So some analysts here compare this moment to the.com years of the late 1990s when a wave of tech companies went public, excitement peaked and then the market dropped hard. Their point is about history, not prediction. The biggest, most talked about private companies all rushed to the market at the same time. It has sometimes lined up with the top of a market cycle. Obviously, they're not saying it will happen again. They're saying it's a pattern worth knowing about. And here's a real difference between these three companies, two of them SpaceX and OpenAI, don't make a profit yet. This is where Anthropic actually stands apart. Of the three, it's reportedly closest to turning a real profit. Reports say it's on track for its first operating profit around half a billion dollars this quarter. In a group that's still spending more than it earns, Anthropic can point to actual money coming in. That's a big part of why it's taken seriously. But here's the honest truth. Even strong companies get caught when a bubble pops. Back in the.com crash, even the solid businesses lost most of their market value for a while. So being profitable helps Anthropic stand out, but nothing in the market like this is certain. There's also one more piece worth understanding because it explains why experts are being so cautious. Some analysts here describe this whole IPO wave as a giant handoff for years. These companies stayed private while they were small and risky, owned by early investors and insiders. Going public at the top lets those early owners sell some of their shares to a wider market. It's not a sign anything is wrong, it's how going public usually works. But it's why these experts are paying such close attention to the timing, the prices and whether the growth keeps up. So here's what it all means. A company that barely existed a few years ago is now worth close to a trillion dollars. It went from $9 billion to $47 billion in a single year. It's about post its first real profit and it just fired the starting gun on what could be the biggest wave of IPOs in history. But that same wave is also tilting the whole stock market toward AI. It could be the start of the most important industry the world has ever built or it could be a peak like the.com days. The answer honestly is nobody knows yet, including the people building these companies. That's the real reason this IPO matters. It's not just one company selling shares. It's a moment that tells us how much of the economy is now riding on artificial intelligence. And we'll understand it far better the day those books finally open. So thanks so much for watching. If you actually want to learn how to implement AI inside your business, to get more customers, to get more leads, to learn how to automate your business, if you're just working for a company and you want to learn how to implement all of this stuff inside your business, check out the AI Profit Boarding Community. It's a community with 3300 members and you can connect with me personally. There's loads of great people inside there. 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