Save the IPO dates: Anthropic planning to go public on October 23rd 2026, OpenAI one month later on November 27th 2026, targeting 1T marketcap, putting them in the top 20.
Morgen geht SpaceX public, gefolgt von Anthropic im Oktober und OpenAI im November, wobei sich die genauen Termine von Anthropic und OpneAI noch ändern können.
Sowohl OpenAI als auch Anthropic streben als Emissionspreis ungefähr eine Billion (US: Trillion) Dollar Marketcap an.
OpenAI hätte derzeit ungefähr eine Bewertung von 852 Milliarden, Anthropic eine etwas höhere von 965 Milliarden USD.
Sollte sich der Emissionspreis ungefähr bei 1 Billion (US 1 Trillion) Dollar orientieren, würde das beide KI-Unternehmen ungefähr in die Top 15-20 Aktien-Liga katapultieren, vor AMD, ASML und Intel, hinter Tesla und FAANG/MANGOS.
Derzeit ist Anthropic bei den Coding-LLMs führend, während OpenAI etwas zurückgefallen ist, was auch mit dem internen Chaos unter Sam Altman verbunden sein könnte, not a candid CEO?, kein besonders ehrlicher CEO?, zahlreiche Key-Researcher haben daraufhin OpenAI verlassen und Anthropic ist eigentlich auch ein Spin-Off von OpenAI. Dazu kommen die ständigen Gerichtsverfahren mit Elon Musk. Musk vs. Altman sozusagen.
Das würde meiner Meinung nach ein Investment in Anthropic derzeit interessanter machen. Aber auch OpenAI kann natürlich wieder aufholen und ist offener bei der Zusammenarbeit mit der US-Regierung (Autonomous Lethal Weapons und AI Reconnaissance and Targeting, KI-generierte Kill-Listen) und könnte weniger moralische Skrupel haben als Anthropic. Das kann man als Vor- oder Nachteil sehen.
Was sagt ihr dazu? Würdet ihr OpenAI oder Anthropic Aktien zeichnen oder eher abwarten, wie sich der tatsächliche Kurs nach dem IPO entwickelt? Denkt ihr, könnte nach den IPOs die KI-Bubble crashen?
OpenAI and Anthropic IPO countdown
https://www.tradingview.com/symbols/NASDAQ-ANTHROPIC/
https://www.tradingview.com/symbols/NASDAQ-OPENAI/
English
SpaceX goes public tomorrow, followed by Anthropic in October and OpenAI in November, although the exact dates for Anthropic and OpenAI are still subject to change.
Both OpenAI and Anthropic are aiming for a market capitalization of approximately one trillion dollars at the time of their initial public offerings.
OpenAI currently has a valuation of approximately $852 billion, while Anthropic has a slightly higher valuation of $965 billion.
If the IPO price is set at around $1 trillion, that would catapult both AI companies into the top 15–20 stock league, ahead of AMD, ASML, and Intel, and behind Tesla and FAANG.
Currently, Anthropic is leading the pack in coding LLMs, while OpenAI has fallen slightly behind, a trend that could be linked to the internal turmoil under Sam Altman (not a candid CEO? claimed by former employees), prompting numerous key researchers to leave OpenAI, Anthropic is, in fact, a spin-off of OpenAI. Add to that the ongoing legal battles with Elon Musk. Musk vs. Altman, so to speak.
In my opinion, that would make an investment in Anthropic more interesting right now. But of course, OpenAI could also catch up again and is more open to collaborating with the U.S. government (Autonomous Lethal Weapons and AI Reconnaissance and Targeting, AI-generated kill lists) and might have fewer moral scruples than Anthropic. You can see that as an advantage or a disadvantage though.
What do you think? Would you subscribe to OpenAI or Anthropic shares, or would you rather wait and see how the actual stock price develops after the IPO? Do you think the AI bubble could burst after the IPOs?
Doing so would require faith. Their income does not justify the valuation and the valuation is high due to the small percentage of shares on the IPO.
Similar to HIVE, there is no liquidity to justify such a high market cap. No one could acquire them fully (a buyout per se) at their trillion dollar valuation. Buying would be fair and "liquidly justifiable" only if their income matched their valuation and even if still no one had the 1 trillion.
I do not know the value of their assets holding though. If their assets are at least near their valuation then yes, they may be actually worth it. If their assets are actually above their valuation (highly doubt) then it would be a justifiable purchase that I would not do myself.
Gute Frage. Was nicht gelesen habe, ist, dass es so eine Angst gibt, das nicht genug Kapital in Amerika gerade verfügbar ist um das alles zu finanzieren. 
Unbedingt abwarten!
IPOs sind nicht dazu da, Dich reichzumachen, sondern die Firma, insb. so überhypte. Klassischer Geldtransfer von unten nach oben.
I think they are leaving it too late and will struggle to raise these sums late in 2026. Companies are already starting to limit their employees AI spend and are finding that people are cheaper than AI in many circumstances.
There is going to be a major shakeout of AI companies and only the most efficient, best capitalised and with the ability to scale least expensively are going to survive (ie SpaceX).
SpaceX beating OpenAI & Anthropic to the IPO by 6 months will prove their doom.
I'm not gonna get into it, too much fomo, might go overpriced
https://www.reddit.com/r/FinanzenAT/comments/1u2x4tz/save_the_ipo_dates_anthropic_planning_to_go/
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Ich bin der Meinung dass : wer jetzt in die IPOs investiert wird zur Melkkuh der ersten Geldgeber. Hier werden die retail investors über den Tisch gezogen.
Man sollte niemals in einen hype investieren.