Anthropic investor predicts $2.4 trillion IPO, surpassing SpaceX

Anthropic has not yet filed its S-1, so the anonymous investor's prediction remains a conviction, not a verdict from public markets. He argues the $2.3 trillion to $2.4 trillion figure reflects Anthropic's underlying worth, not a short-lived first-day pop, pointing to its enterprise focus as a reason he backed the company. About 80% of Anthropic's revenue comes from corporate customers, compared with roughly half of OpenAI's sales, which the investor describes as making it "more of an enterprise play" than a consumer business.

That enterprise tilt shapes his view on AI spending. He expects prices to fall as open models gain ground, even while usage continues to explode — a combination that creates a familiar budgeting challenge for CFOs, where AI costs per unit may decline but total spending keeps climbing. The valuation also carries its own test: a debut near $2 trillion would require enormous profit growth to justify it, though the investor calls Anthropic "the fastest-growing company in history" and argues it can afford to slow down and still deliver substantial value.

The prediction sits alongside a broader picture of C-suite churn. Nearly 60% of CEOs plan to replace a senior team member in the next six months, with CFOs topping that list, according to BCG's CEO Insomnia Index. The same survey found a gap between CEO confidence and employee trust around AI, with 40% of employees saying their CEO hasn't been transparent enough about how AI will affect their roles.