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#Dario Amodei

Deals

Anthropic IPO tests AI demand as SpaceX frenzy fades

Anthropic IPO preparations put a $965 billion private valuation in front of public investors just as SpaceX slips below its $135 debut price.

By Naomi Voss
Analysis

Trump’s Anthropic reversal trims one IPO discount, not policy risk

Anthropic policy risk is easing after Trump said he no longer sees the company as a security threat, but export controls still shadow its IPO.

By Sloane Carrington
Regulation

Anthropic AI export controls block foreign access to top models

Anthropic AI export controls forced the company to cut off Fable 5 and Mythos 5 for all customers after a Commerce directive.

By Tomás Iglesias
Stocks

Anthropic's Fable 5 Bets on Safety. Researchers Say It's Gone Too Far.

Anthropic released Claude Fable 5 to the public on Wednesday — a Mythos-class model with strict guardrails that block cybersecurity and biology queries — as the AI startup positions its safety-first brand for a confidential IPO alongside OpenAI and SpaceX.

By Sloane Carrington
Regulation

Anthropic NSA deal nears clearance as AI chip push grows

Anthropic's NSA deal moved closer after the White House backed a $9 billion chip push for spy agencies, widening the AI procurement race.

By Tomás Iglesias
Deals

AI IPO wave tests Wall Street capital capacity in 2026

AI IPO wave is turning into a Wall Street capacity test as SpaceX, OpenAI and Anthropic chase demand that smaller issuers also need.

By Naomi Voss
Analysis

Anthropic's NSA deal puts a state bid under scarce AI chips

Anthropic's NSA deal and a $9 billion U.S. chip push suggest scarce AI compute is becoming a state-backed demand floor for frontier labs.

By Sloane Carrington
Deals

Anthropic's $30 billion round tests the AI IPO endgame

Anthropic's $30 billion round at a valuation above $900 billion shows AI financing is still setting IPO-scale prices before any listing.

By Naomi Voss
Deals

Cheap AI models threaten OpenAI, Anthropic trillion-dollar IPOs

Chinese AI labs charge $1.74 per million tokens versus $25 to $30 for Western models. Enterprise CFOs are routing 69% of workloads to cheap alternatives — just as OpenAI files for a $1 trillion IPO.

By Sloane Carrington