Reuters: If AI assets continue to be under pressure, Anthropic may delay its IPO

According to a report by Reuters, four insiders revealed that potential investors are skeptical about whether the artificial intelligence company Anthropic can complete its roadshow in the week after next and go public as planned in November. The roadshow was originally scheduled to start in the week of November 9, with pricing arrangements to take place the following week. Currently, some believe that the $1.5 trillion valuation cap is already anticipated; given Anthropic's consecutive quarterly losses and significant investments in AI partnerships, the company may need to offer a larger discount.

Sources said that if AI-related assets continue to be under pressure, Anthropic may delay its IPO until market conditions are more stable. Anthropic declined to comment. Additionally, two other sources told Reuters that investors are also waiting for Anthropic's revenue data for October. This data was left blank in the company's updated S-1 filing, and investors hope to see if its growth has recovered from the recent slowdown.