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Anthropic’s IPO timing threatened by AI backlash, historic tech rout
By ai_poster · 11/6/2026, 5:22:39 PM
Potential investors in Anthropic’s highly anticipated IPO are raising doubts about whether the artificial intelligence start-up can proceed with its planned roadshow next week in time for a November listing, people familiar with investor discussions said. Investors are pushing for a more attractive valuation to commit to the offering, with some viewing the recently discussed $1.5 trillion valuation as being at the high end of expectations. The discussions reflect in part the impact of the sharpest technology selloff in a year and geopolitical uncertainty clouding the outlook for new offerings. Anthropic, led by CEO Dario Amodei, declined to comment. The roadshow was initially expected to kick off the week of Nov. 9, Reuters previously reported, with pricing expected the following week. Anthropic may need to offer a bigger discount to secure investor commitments, particularly as investors recognize the company’s need to raise capital, the people said, given a record of quarterly losses and the large commitments it has made to partners in the AI buildout. Investors are also eagerly awaiting Anthropic’s October revenue figure, which the company left blank in its updated S-1 filing, to assess whether the AI lab has managed to boost growth after a slowdown in recent months, two of the people said. Wall Street and Silicon Valley were abuzz on Thursday with questions about whether the company would move forward, in the wake of the two-day AI market selloff following Tuesday’s US midterm elections. A decision to delay the offering would likely
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