Anthropic Surpasses OpenAI: Heading to the Stock Market with Claude

Anthropic Moves Toward IPO, OpenAI in Waiting

While OpenAI has yet to officially announce its intentions regarding an initial public offering (IPO), Anthropic, the company behind Claude, has taken a significant step. On June 1, Anthropic announced that it had filed a confidential S-1 form with the Securities and Exchange Commission (SEC). This document is a crucial step in preparing for an IPO in the United States. Although this move does not guarantee an imminent public offering, it demonstrates Anthropic's willingness to keep all options open to enter the financial markets as soon as conditions are favorable.

A Step Ahead of OpenAI

Anthropic's filing does not mean that an IPO is imminent. The company clarifies that the operation will depend on market conditions and other factors. However, this move places Anthropic ahead of OpenAI, whose IPO plans remain shrouded in uncertainty. The symbolism is strong: Anthropic was founded by former OpenAI employees who left the company due to strategic differences. A few years later, the company they founded could be the first of the two to go public.

Impressive Numbers

Anthropic recently raised $65 billion in its latest funding round, reaching a valuation of $965 billion. In comparison, OpenAI is estimated to be worth around $730 billion. These figures highlight Anthropic's rapid growth and appeal to investors, especially in a context where ChatGPT dominated the generative AI landscape just two years ago.

A Possible Catalyst for AI

Anthropic's filing could mark the beginning of a series of IPOs in the AI sector. After years of massive funding, investors are eager to see how these companies will perform in the public markets. A successful IPO from Anthropic could serve as a test for market appetite toward these high valuations. This could encourage other major players, such as OpenAI and xAI, to follow suit, providing insight into the real market interest in AI giants.