ANTHROPIC Anthropic PBC Loading... : Bullish and Bearish Analyst Opinions
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02:39
Jul 11
Jul 11
Anthropic's $100B+ revenue trajectory makes it a blockbuster IPO.
Anthropic is trending toward over $100B in revenue, far exceeding SpaceX's $35B, with a three-to-five-times revenue growth potential next year. The intelligence TAM is the largest in history, and despite open-source competition, closed frontier labs are winning wallet share. Altimeter would be a buyer at scale in the Anthropic IPO.
HIGH
22:20
Jul 01
Jul 01
Anthropic IPO will be a big success.
Anthropic will be a great IPO because the market is receptive to AI stories and the company has strong fundamentals; it is likely to be the next major offering after SpaceX and will do well as a public company.
MED
02:23
Jun 30
Jun 30
Anthropic is top AI lab, $1T IPO.
Anthropic is the top frontier AI lab, distinguished by its B2B enterprise focus, premium pricing for best-in-class models, and early lead in AI agents. It is on track for a near-term IPO with a base valuation of at least $1 trillion, underpinned by explosive revenue growth that could reach $90B forward annualized. Even applying a conservative 12x P/S multiple (discounting for current losses) yields a $1T market cap floor, with a bull case reaching $2T or more if sentiment or multiples expand (e.g., to 20x+).
HIGH
00:24
Jun 27
Jun 27
Anthropic could reach $3 trillion valuation.
Anthropic is on track to generate well over $100 billion in revenue this year, will be very profitable at scale with 85% gross margins on inference, and could be worth approximately $3 trillion as a public company. This presents a massive investment opportunity when it completes its IPO.
MED
08:00
Jun 25
Jun 25
Anthropic wins AI through trust capital
Anthropic (Entropic) is emerging as the ultimate AI winner because it has built the deepest trust capital among B2B customers and developers, who voluntarily adopt Claude for mission-critical work. Its ethical stand against military use created a 'legend' that reinforces its moat. With an upcoming IPO, the company is positioned to sustain ideological and commercial superiority over OpenAI and others.
HIGH
09:00
Jun 24
Jun 24
Anthropic leads the enterprise AI race
Anthropic's Claude currently holds the strongest competitive position among leading AI models, with surging B2B revenue and deep enterprise trust. It has proven superior to ChatGPT in critical tasks like coding and high-stakes reports. The upcoming IPO will mark the real start of an intense AI 'Four Kingdoms' era, and Anthropic is poised to win.
MED
21:44
Jun 21
Jun 21
Avoid Anthropic IPO, overhyped and unprofitable.
Anthropic suffers from the same broken economics as OpenAI. Its profitability was temporarily engineered through a discount from Elon Musk, its annualized run rate is exaggerated by a flawed calculation, and its cost structure worsens with revenue. An Anthropic IPO would be equally dangerous for public investors.
HIGH
08:44
Jun 20
Jun 20
Author gives a neutral opinion on Claude as the best AI model in response to a comparison question, with no trade or position language.
19:23
Jun 19
Jun 19
Avoid upcoming AI IPOs, massive losses.
OpenAI and Anthropic are planning IPOs with projected valuations around $1-1.3T each, despite massive losses and high R&D spending. Their economics are deeply unprofitable, and they face zero-margin competition from Chinese players. The IPOs will allow existing private investors to cash out at extremely elevated prices. These upcoming IPOs should be avoided.
HIGH
23:46
Jun 18
Jun 18
Anthropic IPO is a strong buy.
Anthropic has a great product in Claude and is going to be a fantastic growth company. Tells investors to put in for as much stock as they can with their broker when the IPO becomes available.
MED
14:45
Jun 16
Jun 16
Seller knows more, avoid hyped IPOs
Upcoming large AI IPOs like Anthropic and OpenAI are being brought to market at extremely high valuations. The seller always knows more than the buyer, and historically most big IPOs fall below their offering price within a year. Fear of missing out drives investors to overpay.
MED
21:04
Jun 15
Jun 15
Anthropic likely to IPO soon, prepare
SpaceX IPO's smooth debut will prompt other companies that need capital for AI investments to come to market quickly. Anthropic, backed by investors who want to ring the register with an IPO, may soon try to raise money. Cramer urges investors to call their brokers and prepare to get a piece of the next deal, starting with Anthropic.
MED
12:00
Jun 13
Jun 13
Profitable AI play with clear visibility.
Anthropic is already profitable, making it a cleaner AI play with earlier visibility on returns, while AI's transformative growth and revenue trajectory support a positive outlook.
MED
15:24
Jun 11
Jun 11
AI lab IPOs pop initially
After the initial IPO window, AI IPOs (SpaceX, OpenAI, Anthropic) could face a medium-term slowdown because enterprises are hitting a wall on API spend, open-source inference providers offer 90-99% cheaper alternatives, and public disclosures will reveal metrics like payback periods and margins that may disappoint.
MED
19:07
Jun 10
Jun 10
Anthropic too expensive, avoid it.
Anthropic's reported profitability is misleading. Unit economics look good only if you ignore structurally necessary capital expenditures for model training. The stock is expensive, consensus long, and overhyped relative to the underlying reality. Avoid buying at current valuations.
HIGH
22:12
Jun 09
Jun 09
Anthropic is discussed as a private/future-IPO AI company with enterprise traction, but there is no public tradable ticker or explicit current position.
MED
18:08
Jun 09
Jun 09
Anthropic is a corporate AI winner.
Anthropic interests him because there are only a few winners in AI. In corporate, Anthropic has reached profitability in Q2 far ahead of schedule and its revenues are ramping like nothing ever seen for a company of that size. He sees it as the corporate AI winner.
HIGH
13:22
Jun 09
Jun 09
Anthropic has the strongest AI momentum.
Anthropic clearly has momentum and is the strongest AI company right now. Lonsdale has bought Anthropic and believes it is one of the two strongest positions far above OpenAI. Everyone who is long America should be long Anthropic as soon as it becomes investable.
HIGH
12:00
Jun 09
Jun 09
Anthropic is highest conviction AI bet.
Anthropic is the highest conviction position because of its strong coding franchise, enterprise focus, superior management, and the massive total addressable market for coding agents, with only 10 bips of knowledge workers using AI today. The foundational model layer is becoming an oligopoly (Anthropic, OpenAI, Google) with strong competitive advantages including IP, brand, scale, and recursive improvement. Anthropic's 10x sales growth and fundraising ability give it escape velocity.
HIGH
07:00
Jun 04
Jun 04
Anthropic is making money now
Anthropic is already generating significant revenue from high-end B2B clients (professionals, developers, enterprises) who consume many tokens. The company's constitutional AI approach builds trust and reduces hallucinations, leading to strong recurring revenue. Data center demand for Anthropic is surging, supported by major backers (Amazon, Google, Elon Musk), ensuring capacity never sits idle. The company is making money now, and revenue growth is accelerating.
HIGH
16:27
Jun 01
Jun 01
Anthropic IPO valuations are way too high
Anthropic's IPO valuation at nearly $1 trillion and growing is far too high. Private exchange trades already at $1.3-1.8 trillion are a bad idea. Entry valuations are way too high, making it nearly impossible for public investors to achieve significant returns. The IPO is priced for perfection and leaves no room for upside.
HIGH
18:45
May 28
May 28
Anthropic undervalued at $1.4 trillion.
Anthropic at $1.4 trillion valuation is undervalued. It has strong talent, is gaining market share from OpenAI with its Claude model, and has fewer organizational distractions. On a risk-adjusted basis, it is a better bet than SpaceX or OpenAI among pre-IPO AI companies available on Hyperliquid.
MED
14:19
Apr 10
Apr 10
Anthropic's reported $30B ARR uses GAAP-compliant accounting that books 100% of cloud partner resale revenue and marks the ~80% partner share as a marketing expense, unlike OpenAI's method. This makes Anthropic's topline revenue appear artificially inflated and not directly comparable to peers, misleading investors and observers about its true scale and efficiency. AVOID making investment or competitive assessments based on the headline ARR number, as it presents a distorted view of the company's underlying business. Increased scrutiny leads to accounting standard changes or the market corrects its valuation perception.
16:43
Apr 09
Apr 09
Anthropic is launching a controlled release of its advanced "Mythos" AI model to 11 partner companies first due to cybersecurity risks, as it can effectively find software bugs. The speaker states Anthropic is "a little ahead" of competitors like OpenAI and Google but "not overwhelmingly ahead" and lacks a "permanent moat." The model's capabilities present both significant economic value and security risks. The staggered release is a defensive move, but the intense competitive race pressures all players to prioritize speed over safety. WATCH due to its technological edge and the strategic implications of its controlled release, balanced against intense competition and rising safety concerns in the AI arms race. Competitors (OpenAI's "Spud," Google's Gemini) quickly catch up or leapfrog, negating the temporary advantage. Safety corners cut in the race lead to a major reputational or operational failure.
23:57
Apr 08
Apr 08
The speaker states Anthropic's new "Mythos" model is so powerful at hacking software it's essentially a "cyber weapon of mass destruction," leading the company to withhold public release and work only with a consortium of critical partners. This capability creates an existential, two-tier dynamic in the AI race and national security. The speaker infers this forces a conversation about nationalization and covert government use, comparing it to the Manhattan Project. The situation demands close monitoring (WATCH) because it represents a pivotal, high-stakes moment for the company, the AI industry, and geopolitics, with unpredictable outcomes for valuation and strategy. The core claims about the model's danger could be overstated for IPO narrative purposes. An open-source model could achieve parity faster than expected, undermining the strategic advantage.
14:40
Apr 07
Apr 07
The speaker states Anthropic has taken a 73% market dominance in first-time enterprise usage and leads in retail user growth (~1M signups/day), flipping the previous dynamic where OpenAI was dominant. Anthropic's success in enterprise and coding (Claude Opus 4.6) and its cohesive "super app" experience have made it OpenAI's primary competitor, puncturing the perception that "ChatGPT was AI." The direction is WATCH because Anthropic represents the key competitive threat and benchmark for OpenAI. Its current momentum and product strengths make it a critical factor in evaluating the AI landscape, especially ahead of its own potential IPO. OpenAI's Spud model is a major leap that negates Anthropic's advantages, or Anthropic fails to expand beyond its text/chat strengths into multimodal AI.
21:49
Apr 03
Apr 03
Chamath ordered the IPO urgency: SpaceX first, then OpenAI and Anthropic must "file quickly, get out and just get the money." He believes trillions in new market cap will cause tech sector P/E multiples to converge downward toward non-tech P/Es. A flood of giant IPOs will compete for finite capital. The first issuers (SpaceX) will be consumed eagerly, but later ones risk poor reception as investor appetite fills and the market digests the AGI/ASI risk to all other software moats. Timing is critical. These three companies have the most urgent need for capital and the strongest stories. Delaying increases the risk of being caught in a capital crunch and a sector-wide multiple compression. The IPO window closes suddenly due to macro events (e.g., Iran war escalation) or a recession. AGI proof points fail to materialize, causing loss of investor faith in the narrative.
14:18
Apr 02
Apr 02
The speaker detailed how AI inference for leading models (OpenAI's GPT, Anthropic's Claude) is massively loss-making under current subscription plans, with power users burning thousands of dollars in compute on $200/month plans. He explicitly compared the funding frenzy and unsustainabile economics to the dot-com bubble. The fundamental business model is broken because competitive pressure forces models to burn exponentially more tokens for useful outputs, eroding hardware efficiency gains. The path to profitability via per-token pricing would crater demand and is untested. WATCH because the setup for a major sector dislocation is clear, but the timing of a bust is uncertain (akin to the NASDAQ doubling after 1998 before crashing in 2000). The upcoming IPOs of OpenAI and Anthropic could be pivotal events. A breakthrough in inference efficiency or a massive, sustained subsidy from vendors/governments could prolong the unsustainable model, deferring the reckoning.
03:56
Apr 02
Apr 02
Shares of OpenAI have "fallen out of favor" on the private secondary market, with investors pivoting to Anthropic. Demand is shifting because Anthropic has been the "big disrupter this year," and its valuation is less than half that of OpenAI, with anticipation it may catch up. This indicates a loss of momentum and relative overvaluation for OpenAI in private markets, while Anthropic is gaining investor favor due to its products (like Cowork) and perceived valuation gap. AVOID OpenAI (in private secondary markets) due to loss of investor demand and high relative valuation. WATCH Anthropic for its momentum and potential valuation catch-up. OpenAI regains product momentum or Anthropic's execution falters.
00:10
Apr 02
Apr 02
When forced to choose between Anthropic and OpenAI for an all-in investment, Salen said "Anthropic," citing that "all the founders I know are using Claude Code" and it has "captured lightning in a bottle." He perceives strong product traction (Claude Code) among a key user base (founders) and sees it as having momentum, despite acknowledging both companies have issues. LONG on Anthropic based on current product-market fit and developer momentum in a forced-choice scenario against its primary competitor. Rapidly shifting competitive landscape in AI; execution or regulatory challenges specific to Anthropic.
About ANTHROPIC Analyst Coverage
Buzzberg tracks ANTHROPIC (Anthropic PBC) across 17 sources. 16 bullish vs 0 bearish calls from 50 analysts. Sentiment: predominantly bullish (25%). 65 total trade ideas tracked. Latest voices: Brad Gerstner, Ted Smith, Im Ji-yong.