What podcasts say about Anthropic IPO
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Anthropic IPO
309 statements · 201 positive · 64 negative · 10 mixed · 34 neutral
Anthropic would delay its IPO or reduce its price; the price reduction occurred.
“My prediction was that Anthropic was either going to delay the IPO or it was going to reduce the price. It seems like the latter has occurred.”
Open the episode · JensenGate and Anthropic's IPO w/ Ed ElsonListen at 4:45
The Anthropic IPO is expected to proceed smoothly.
“we have no reason to think that it won't go smoothly.”
Open the episode · Bloomberg Surveillance TV: November 11th, 2026Listen at 5:00
Anthropic’s IPO is performing exceptionally well during early marketing.
“this deal is off to the races and is going as well as anyone really on the banking side could have expected.”
Open the episode · Anthropic IPO Oversubscribed as AI Trade Finds Its FootingListen at 7:07
Anthropic’s listing is expected to price next week and could become the largest IPO ever.
“Anthropics listing is set to price next week in a deal that could be the biggest IPO of all time.”
Open the episode · GOP Thwarts Hegseth Impeachment; CoreWeave Quiets DoubtsListen at 8:23
The Anthropic IPO could fail after its initial pricing
“the Anthropic IPO bombs because there is no buying power beyond the initial price.”
Open the episode · CPI, NVIDIA, Anthropic IPO, T-Mobile & BlockListen at 8:28
Anthropic’s IPO may provide a boost to the broader market.
“this IPO is potentially acting as a bit of a fillip for the whole market, too”
Open the episode · CoreWeave Shares Soar After AI Computing Firm Eases Debt FearsListen at 11:10
Anthropic may increase its IPO valuation range.
“there is speculation that Anthropic will up the range”
Open the episode · CoreWeave Shares Soar After AI Computing Firm Eases Debt FearsListen at 11:58
Malcolm Ethridge expects Anthropic’s IPO to go well.
“So I think this will go well.”
Open the episode · Closing Bell 11/11/26Listen at 12:39
Stephanie Link considers Anthropic’s $1.18–$1.3 trillion valuation better than $2 trillion.
“$1.18 to $1.3 trillion is a much better valuation, Scott, than $2 trillion.”
Open the episode · Closing Bell 11/11/26Listen at 13:26
- Nathaniel WhittemorePositiveNov 11, 2026· The AI Daily Brief: Artificial Intelligence News and Analysis
Anthropic’s IPO will occur before Thanksgiving.
“the IPO will go off before Thanksgiving”
Open the episode · Wall Street Has No Idea What Anthropic Is WorthListen at 13:33
The Anthropic IPO is highly likely to proceed
“this deal looks like it's good to go. It's almost certainly happening.”
Open the episode · CPI, NVIDIA, Anthropic IPO, T-Mobile & BlockListen at 14:19
Anthropic’s offering is bullish for technology and AI stocks
“the fact that the steel is on is bullish. Bullish in itself for tech and, yes, for the bedraggled AI trade.”
Open the episode · CPI, NVIDIA, Anthropic IPO, T-Mobile & BlockListen at 14:26
An Anthropic IPO would negatively affect market liquidity or sentiment.
“if the anthropic comes out, that's just another blow.”
Open the episode · Too Much Compute: Why This Top Hedge Fund Manager Believes AI is Heading for a Massive Oversupply | David OrrListen at 14:35
Demand for Anthropic’s IPO appears sufficient to cover the offering immediately.
“the books appear to be covered on day one of the issue.”
Open the episode · GOP Thwarts Hegseth Impeachment; CoreWeave Quiets DoubtsListen at 17:46
Some Anthropic backers are offering IPO allocations to new investors at a premium.
“some backers are offering a portion of their IPO allocation to new investors at a premium”
Open the episode · GOP Thwarts Hegseth Impeachment; CoreWeave Quiets DoubtsListen at 17:52
Anthropic’s IPO signals weakening investor enthusiasm for AI.
“this Anthropic IPO is the clearest signal of what's happening to the music”
Open the episode · JensenGate and Anthropic's IPO w/ Ed ElsonListen at 18:10
Anthropic could become the largest IPO and support AI trade longevity
“could well be the largest IPO in history that's bullish for tech and the longevity of the AI trade”
Open the episode · CPI, NVIDIA, Anthropic IPO, T-Mobile & BlockListen at 19:09
Anthropic is on track for an IPO.
“they're on track for IPO”
Open the episode · Jensen’s Spy Scandal Deepens, Ring’s Flying Security Cam, Anthropic IPO Roadshow | Diet TBPNListen at 20:41
Anthropic reduced its IPO valuation.
“They also cut the valuation.”
Open the episode · Jensen’s Spy Scandal Deepens, Ring’s Flying Security Cam, Anthropic IPO Roadshow | Diet TBPNListen at 21:31
Anthropic's IPO currently appears to have strong demand at its expected valuation.
“it seems like Anthropic has plenty of demand at the moment. for the offering at the expected valuation.”
Open the episode · AI Stocks Search for Solid Ground 11/11/26Listen at 23:17
Anthropic appears on track to IPO next Thursday.
“it does seem like Anthropik's on track to IPO next Thursday”
Open the episode · Jensen’s Spy Scandal Deepens, Ring’s Flying Security Cam, Anthropic IPO Roadshow | Diet TBPNListen at 24:59
Anthropic’s IPO should perform adequately because cash flow and margins are strong.
“I think they'll do fine. The cash flow from the company and the margins are great.”
Open the episode · Can Jensen Huang remain CEO? Inside NVIDIA’s next steps| MOONSHOTS #310Listen at 26:52
The Anthropic IPO may produce substantial venture-market liquidity afterward.
“we may very well see this also in the Anthropic IPO”
Open the episode · Anthropic IPO Oversubscribed as AI Trade Finds Its FootingListen at 42:03
Markets can absorb Anthropic’s issuance if its growth story remains compelling.
“the market's pretty big and it can absorb this as long as the story behind it is compelling”
Open the episode · The Perfect Storm That Clobbered Hedge FundsListen at 47:20
Anthropic will likely price shares between $70 and $78 and begin Nasdaq trading
“likely between $70 and $78 a share, and trading starting next Thursday on NASDAQ under the ticker ANT”
Open the episode · Nvidia Fallout, Anthropic’s IPO & SHARPIES!Listen at 1:36
Buy-side investors appear to view Anthropic’s IPO valuation as good value.
“It does seem like the initial conversations I've had with folks on the buy side, it's pretty good value there.”
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face PressureListen at 4:13
Anthropic’s IPO is expected to price Wednesday and begin trading Thursday.
“the deal should be priced by its bankers and the company Wednesday evening here in New York, and the first trading day will be next Thursday”
Open the episode · Anthropic Targets $1.4 Trillion Valuation in Blockbuster IPOListen at 4:16
Anthropic’s valuation could reach approximately $1.55 trillion after a 10% IPO pop.
“A 10% pop gets you closer to $1.55 trillion. So that bogey could ultimately get hit sometime next week.”
Open the episode · Anthropic Goes Big as Nvidia, SoftBank Face PressureListen at 4:23
Anthropic is expected to begin formal IPO marketing imminently.
“Anthropic is set to kick off formal marketing of its initial public offering as early as today”
Open the episode · FBI Investigates Nvidia CEO, Anthropic IPO SnafuListen at 4:49
A leaked Anthropic prospectus stated and then retracted a $69.3 billion fundraising target.
“A leaked prospectus mistakenly dangled a $69.3 billion fundraising target before it was retracted.”
Open the episode · FBI Investigates Nvidia CEO, Anthropic IPO SnafuListen at 4:58
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.