Anthropic拟纳斯达克上市，IPO时间表延至10月

The latest on an IPO for Anthropic is that it's picked the Nasdaq as a listing venue. I mean, how much closer does that get us? Well, I think it would have been widely expected that Anthropic would pick Nasdaq as a listing venue because for large companies, that are going to be, you know, among the top 40 or 50 companies in the market, getting that getting that very rapid inclusion into the Nasdaq indexes is a really big benefit and can generate, like, tens of billions of dollars of index related demand.

So that's a real benefit that Nasdaq has in its pitch to Anthropic over in NYC. So I don't think there's a huge surprise there. I think the interesting thing is that, obviously, maybe even just a few weeks ago, we were expecting Anthropic to potentially go public even in this month, but, you know, the things seem to have been a little bit delayed. And, you know, there still seems to be an expectation that Anthropic will go public this year, but the timeline stretched a little bit.

And I think we're not gonna see it till next month at the earliest. Yeah. We have yet to see that public s one filing. Yes. We do know, Anthony, based on your reporting that it's been holding informal meetings with investors. Have we heard anything about what's come out of these meetings? Yeah. I mean, there's different, I don't think it's been these these have been wide meetings. These have been these are meetings that have been happened behind closed doors, and I think a lot of investors haven't quite seen the company yet.

So, you know, I think they're keeping things pretty close to their chest, but the fact that as you point out that Anthropic hasn't actually filed publicly yet means that, you know, obviously, the financials are not widely distributed out there. And, you know, it may be that if we're looking at an IPO that more moves into October or or even later, obviously, it starts to push up against things like the midterm election and just a compressed calendar in the final, few months of the year.

But then, you know, they will would be able to, put out some more metrics based on their third quarter performance, which may, serve a purpose for supporting the valuation they're seeking. Alright. And, just very quickly, they still plan to raise about as much as SpaceX did in its IPO. Right? That's still kind of the benchmark. Well, I think this is still a subject of a lot of speculation at the end at the end of the day.

So I'm reluctant to stick my neck out, but but I think, generally speaking, we still believe that.