Anthropic

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Recent Articles about Anthropic
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Anthropic’s S-1 Takeaways: From Giant Compute Commitments to Complex Lock-Ups

By Valida Pau, Stephanie Palazzolo, Aaron Holmes, Catherine Perloff, Dakin Campbell and Julia Hornstein · Oct 26, 2026 11:10am PDT
Anthropic publicly filed a preliminary prospectus for its planning initial public offering, providing a look inside its business for the first half of this year, as well as new details about its governance and more than 90 pages of risk factors. The S-1’s filing on Monday sets the stage for Anthropic to start its investor road show in about two... Anthropic publicly filed a preliminary prospectus for its planning initial public offering,...
Anthropic CEO Dario Amodei. Getty Images.
The Briefing

Anthropic’s Big Reveal

By Nick Wingfield · Oct 25, 2026 3:01pm PDT
The tech industry equivalent of the Super Bowl may finally be upon us. Anthropic could make public the paperwork for its initial public offering as early as Monday. Details about Anthropic’s finances from either drafts of the IPO filing or recent investor meetings have been dribbling out for weeks. As a result, some of the S-1’s revelations will... The tech industry equivalent of the Super Bowl may finally be upon us. Anthropic could make...
Anthropic CEO Dario Amodei, left, and OpenAI CEO, Sam Altman. Photos via Getty Images; art by Mike Sullivan

Anthropic’s Margin is OpenAI’s Opportunity

By Laura Bratton and Stephanie Palazzolo · Oct 24, 2026 7:00am PDT · 1 comment
OpenAI’s efforts to undercut Anthropic on price are producing some results. For instance, in May, Anthropic models powered 57% of the coding work of hundreds of engineers at Rippling, an HR software firm, while OpenAI models handled 16% of that work. Since then, the situation has reversed: 52% of the coding work is now handled by OpenAI models... OpenAI’s efforts to undercut Anthropic on price are producing some results. For instance, in May,...
Anthropic CEO Dario Amodei and Salesforce CEO Marc Benioff. Photo by David Paul Morris/Getty Images
Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream
By Cory Weinberg · Oct 22, 2026 5:30pm PDT
Anthropic CEO Dario Amodei and Salesforce CEO Marc Benioff. Photo by David Paul Morris/Getty Images
Dealmaker

Anthropic’s Elevator Problem: Persuading Investors to Share Its AI Dream

By Cory Weinberg · Oct 22, 2026 5:30pm PDT
One quotation has rattled around in my head for a while, which I first heard from early Anthropic investor Jaan Tallinn: “The future of the world will be decided by a group of people who fit in an elevator.” The enigmatic billionaire said on a podcast earlier this year that a friend had used the illustration to describe the concentration of... One quotation has rattled around in my head for a while, which I first heard from early Anthropic...
Art via Getty Images; Mike Sullivan
AI Agenda

OpenAI, Anthropic Should Cap Compute for R&D, Say AI Safety Advocates

By Tiffany Li · Oct 21, 2026 7:00am PDT
Ideas are flowing fast and furious on how AI labs can “pace” AI development so safeguards keep up with the technology’s smarts. Last week, OpenAI CEO Sam Altman laid out three scenarios he said have been considered in the industry, including merging all of the AI labs into a single entity to develop new AI safely or creating a global regulatory... Ideas are flowing fast and furious on how AI labs can “pace” AI development so safeguards keep up...
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AI Agenda

Anthropic Readies Model That Reads Users’ Intentions Better

By Stephanie Palazzolo · Oct 19, 2026 7:00am PDT
In the last month, OpenAI, Anthropic and Google have released more than a dozen new models. If you thought that pace was crazy, don’t expect things to slow down anytime soon.Anthropic is preparing to release a new model that is better in its reasoning and intuition than the Anthropic models that are currently available commercially, according to... In the last month, OpenAI, Anthropic and Google have released more than a dozen new models. If...
Anthropic CEO Dario Amodei. Krisztian Bocsi/Bloomberg via Getty.
The Briefing

Did Anthropic Miss Its Peak IPO Moment?

By Martin Peers · Oct 15, 2026 5:01pm PDT · 1 comment
It’s beginning to look like Anthropic waited too late to go public. Third-quarter revenue numbers disclosed to investors on Wednesday implied that its growth has slowed from the second quarter, which we reported is likely to put a ceiling on its IPO valuation. Anthropic might have been better off going public in June, when its growth was still... It’s beginning to look like Anthropic waited too late to go public. Third-quarter revenue numbers...
Anthropic CEO Dario Amodei. Photo by Samyukta Lakshmi/Getty Images
Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation
By Cory Weinberg · Oct 14, 2026 7:27pm PDT · 1 comment
Anthropic CEO Dario Amodei. Photo by Samyukta Lakshmi/Getty Images
Artificial Intelligence

Anthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation

By Cory Weinberg · Oct 14, 2026 7:27pm PDT · 1 comment
Anthropic reported rapid-but-slowing revenue growth in a meeting with potential investors in its planned initial public offering, leaving some attendees expecting the company will need to keep its valuation target in check. At a private investor meeting Wednesday in San Francisco, the company said revenue hit $16.8 billion in the third quarter,... Anthropic reported rapid-but-slowing revenue growth in a meeting with potential investors in its...
Art by Clark Miller; Getty Images
AI Infrastructure

The Attractive Economics Behind Anthropic Data Center Sprint

By Ann Davis Vaughan · Oct 11, 2026 8:01am PDT · 9 comments
Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed? It’s simple: Every server Anthropic plugs in sooner to run its products could be wildly profitable, according to fresh analysis of upcoming AI data center sites, including one Anthropic will rent outside Baton Rouge, La. Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals...