What Smart People Are Saying About Anthropic's IPO Paperwork
By Henry Chandonnet and Ben Shimkus
Anthropic, led by Dario Amodei, filed its S-1 paperwork on Monday. Bloomberg/Getty Images
Oct 26, 2026, 3:56 PM GMT+1
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Anthropic's IPO: Expert Reactions
Anthropic is poised to go public, with its S-1 paperwork filing on Monday setting the stage for a blockbuster IPO. Here's what some smart people in the industry have to say:
Sarah Guo, Founder of Conviction
"CONGRATS to Anthropic on the S-1 filing. Interested to see how Anthropic's mission changes (or doesn't) after going public."
- Key Takeaways:
- Inflection in operating profit
- Focus on novel discovery
- Mismatch between consumption-based revenue and long-term compute obligations
"Curious to see how 1) a company with strong mission changes - or doesn't - how it operates under quarterly public inspection and 2) how the company's mission and values translate into the realities of running a public company."