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Anthropic plans to publicly release its prospectus as early as late October and complete its IPO in mid-November

According to Reuters, citing people familiar with the matter, Anthropic plans to publicly release its prospectus as early as late October and complete its IPO in mid-November, with institutional roadshows expected to begin the week of November 9 and a potential valuation of $1.5 trillion. A draft prospectus previously reported by the media shows that Anthropic had revenue of $16.3 billion in the first half of 2026 and a net loss of $80.7 billion, of which about $72 billion came from the revaluation of financing instruments such as convertible notes and was not an actual cash expenditure; compute and infrastructure spending in the first half of the year was nearly $9 billion, accounting for about 55% of revenue, and on an adjusted basis the company had already begun to be profitable in the third quarter. The IPO process is still at the planning stage, and the specific timing and valuation are subject to official disclosure.

Media exposes Anthropic IPO draft prospectus financial data

According to Reuters, citing people familiar with the matter, Anthropic plans to publicly release its prospectus as early as late October and complete its IPO in mid-November, with institutional roadshows expected to begin the week of November 9 and a potential valuation of $1.5 trillion. A draft prospectus previously reported by the media shows that Anthropic had revenue of $16.3 billion in the first half of 2026 and a net loss of $80.7 billion, of which about $72 billion came from the revaluation of financing instruments such as convertible notes and was not an actual cash expenditure; compute and infrastructure spending in the first half of the year was nearly $9 billion, accounting for about 55% of revenue, and on an adjusted basis the company had already begun to be profitable in the third quarter. The IPO process is still at the planning stage, and the specific timing and valuation are subject to official disclosure.

View story:Anthropic plans to publicly release its prospectus as early as late October and complete its IPO in mid-November

Anthropic unveils proactive AI agent Claude Duet

Anthropic unveils its proactive AI agent Claude Duet and opens a research preview. According to the official introduction, the app is built on Claude Opus 5.5 and is now available on iOS, Android, and claude.ai for Pro and Max users in the United States, who must join a waitlist; each morning it delivers a cross-app highlights briefing, can continuously execute tasks in the background, requires user approval before sending messages, making payments, signing documents, or deleting anything, does not allow securities trading or transfers between accounts even with approval, and can call on more than 6,000 connectors and plugins in the Claude Marketplace. A subsequent official clarification added that Claude Duet runs continuously on a cloud computer, can read the inbox, draft replies, book appointments, and carry out routines after the user steps away; passwords, browser cookies, and login tokens do not pass through the model, and the browser runs in a separate virtual machine. On October 22, developer Lydia Hallie said she uses Claude Duet to monitor Slack, email, and her calendar, and believes it makes focused work easier and reduces context switching. On October 24, Nikunj Kothari said Anthropic achieved 10x revenue growth even without launching Duet.

Dario writes a long post responding to Anthropic safety questions

In October 2026, Anthropic CEO Dario published a long post on X responding to outside doubts about Anthropic's stance on safety. According to Phoenix Technology, he was responding to questions raised by AI safety investigator Nathan Calvin, and for the first time disclosed that the company had already trained a high-end model at the Mythos level as early as February this year; because its cybersecurity defense mechanisms were not yet complete, it was released only to a very small number of partners, and was not opened to the public until the safety guardrails were in place in June, a gap of about four months. He also listed the costs the company had voluntarily borne for safety, including a large number of false positives caused by biological risk filtering, pushing for legislation such as California SB 53, and a plan to contribute 5% of the company's shares to a public interest fund. Dario said this approach amounts to competing toward a higher standard, while Calvin questioned how much more safety can make the company concede in the race. Other reports said the long post was responding to a list of nine questions raised by outside safety researchers, who questioned that Anthropic had departed from its original safety mission and become a commercial machine sprinting toward a $2 trillion IPO.

Dario publishes long article responding to Anthropic safety questions

In October 2026, Anthropic CEO Dario published a long post on X responding to outside doubts about Anthropic's stance on safety. According to Phoenix Technology, he was responding to questions raised by AI safety investigator Nathan Calvin, and for the first time disclosed that the company had already trained a high-end model at the Mythos level as early as February this year; because its cybersecurity defense mechanisms were not yet complete, it was released only to a very small number of partners, and was not opened to the public until the safety guardrails were in place in June, a gap of about four months. He also listed the costs the company had voluntarily borne for safety, including a large number of false positives caused by biological risk filtering, pushing for legislation such as California SB 53, and a plan to contribute 5% of the company's shares to a public interest fund. Dario said this approach amounts to competing toward a higher standard, while Calvin questioned how much more safety can make the company concede in the race. Other reports said the long post was responding to a list of nine questions raised by outside safety researchers, who questioned that Anthropic had departed from its original safety mission and become a commercial machine sprinting toward a $2 trillion IPO.

View story:Dario writes a long post responding to Anthropic safety questions

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Clark says Anthropic's internal model predicts AI will boost US GDP growth by nearly 50% by 2030

On October 17, 2026, Anthropic co-founder Jack Clark delivered the Per Jacobsson lecture at the IMF meetings in Bangkok, citing Anthropic's internal modeling to claim that if models can autonomously complete a wide range of tasks and spread rapidly, US GDP could reach $44 trillion by 2030, an increase of nearly 50% over current levels. He also said that this year he had obtained convincing evidence that the singularity has already begun, with AI autonomously producing results in frontier scientific fields, and cited progress including the top score on Humanity's Last Exam rising from 8% in January 2025 to 67.7% with Claude Opus 5.5, and FrontierMath rising from 2% to 94%. Subsequent reporting noted that the $44 trillion figure comes from the most aggressive "extreme scenario" in Anthropic's September research paper "The Economic Scenarios of Transformative AI," which requires the share of labor tasks involving AI to rise from 1.4% in mid-2026 to 30%.

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Clark says Anthropic's internal model predicts AI will drive nearly 50% US GDP growth by 2030

On October 17, 2026, Anthropic co-founder Jack Clark delivered the Per Jacobsson lecture at the IMF meetings in Bangkok, citing Anthropic's internal modeling to claim that if models can autonomously complete a wide range of tasks and spread rapidly, US GDP could reach $44 trillion by 2030, an increase of nearly 50% over current levels. He also said that this year he had obtained convincing evidence that the singularity has already begun, with AI autonomously producing results in frontier scientific fields, and cited progress including the top score on Humanity's Last Exam rising from 8% in January 2025 to 67.7% with Claude Opus 5.5, and FrontierMath rising from 2% to 94%. Subsequent reporting noted that the $44 trillion figure comes from the most aggressive "extreme scenario" in Anthropic's September research paper "The Economic Scenarios of Transformative AI," which requires the share of labor tasks involving AI to rise from 1.4% in mid-2026 to 30%.

View story:Clark says Anthropic's internal model predicts AI will boost US GDP growth by nearly 50% by 2030

Anthropic pitches investors and discloses revenue growth ahead of listing

On October 14, 2026, Anthropic disclosed at a potential IPO investor meeting in San Francisco that its third-quarter revenue reached $16.8 billion, up about 45% quarter over quarter, and that it had achieved adjusted profitability and positive operating cash flow. According to The Information, citing people familiar with the matter, the company's cumulative adjusted operating margin for the first three quarters of this year reached 11%, with cumulative revenue of about $33.1 billion. Anthropic had previously confidentially submitted a draft IPO registration statement to the SEC and is expected to list before the Thanksgiving holiday in November. Subsequent reports said the company plans to launch its IPO after the U.S. midterm elections in November, with a target valuation of $2 trillion, and has committed to investing at least $5.18 trillion in cloud and infrastructure over the next 10 years.

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Rohan Paul says market volatility shows OpenAI and Anthropic influence

OpenAI recently disclosed to investors that, as of the end of September, the company's annualized revenue scale was about $50 billion, lower than the $70 billion widely reported by the market at the end of last month. People familiar with the matter said the difference stems from different statistical calibers: Anthropic includes sales revenue generated by cloud partners in revenue, while OpenAI does not use this method. OpenAI also disclosed that overall revenue run-rate grew 77% in the third quarter, enterprise business revenue run-rate grew 107%, and it confidentially submitted listing documents in June this year. On October 10, Rohan Paul cited an FT report to further explain that OpenAI calculates based on net income after deducting the share of partners such as Microsoft, while Anthropic calculates based on gross sales through cloud partners; both methods comply with US GAAP; the report said the $70 billion ARR was not announced by the company itself, but was derived by investors after upward adjustment according to Anthropic's caliber.

View story:OpenAI discloses annualized revenue of about $50 billion to investors