I'm not sure how many of you are interested in Anthropic stock on secondary markets, or are planning to participate in their IPO, but I figured I'd post this here as private markets are huge and most investors I know are either already in Anthropic/OpenAI, or are looking to be.
I asked the question: what does this whole "US bans Claude Fable" thing say about Anthropic's IPO timing and valuation? I had a model of these before, and I checked all the assumptions, and my conclusion was, [it won't affect the IPO much at all](https://futuresearch.ai/claude-fable-ban-financials/).
My prediction of when the IPO would happen (Dec 2026) and what the valuation will be afterward ($1.1T) didn't change, though I do think both are now riskier, e.g. the IPO could be delayed, or the valuation could have more downside.
Anyone changing their plans with Anthropic's IPO based on their fight with the US government?
