#083: Anthropic IPO Preview (S-1 Highlights!)
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This week’s show is sponsored by Augment^ – private market access for accredited investors.
Craig walks through the Anthropic IPO initial S-1 filing, highlighting five key insights that stand out. #4 is the most bullish (insane numbers, whoa).
Anthropic is the fastest-growing startup of all time. And the S-1 filing reveals a deep enterprise footprint and massive cash hoard, helping to explain the explosive revenue growth.
Q3 2026 numbers aren’t included yet, but we’ll learn more in the amended S-1 filing now expected around November 10th.
We also look at the current Anthropic IPO date and calendar timeline.
- 0:00 Intro
- 0:38 Anthropic S-1 Summary
- 1:03 Compelling
- 2:02 Sponsor: Augment
- 3:09 Anthropic Retail IPO Access
- 4:06 Anthropic IPO Price
- 5:06 Anthropic IPO RetailBook UK
- 5:45 Tired Narrative
- 6:59 Anthropic S-1 Filing
- 8:24 Insight #1 Investor Expectations
- 10:38 Anthropic IPO Date
- 12:38 Insight #2 Enterprise Adoption
- 16:08 Insight #3 Revenue Growth
- 17:45 Insight #4 Whoa!
- 20:16 Use of Proceeds
- 21:01 More Compute, More Revenue
- 23:44 Anthropic Valuation
- 24:00 Insight #5 Anthropic Lockups
- 26:02 And Much Much More
- 26:59 Corporate Peer Pressure
- 28:12 Timeline
- 28:42 Next Two Weeks
- 29:36 Retail Investor Advocates
- 31:02 Let’s Connect
^Augment is a paid sponsor of the Access IPOs podcast. Augment Markets Inc. is a technology company. Brokerage services are offered through Augment Capital LLC, member FINRA/SIPC. Investment advisory services are offered through Augment Advisors LLC, an SEC-registered investment adviser. This is for informational purposes only and does not constitute advice, a recommendation, an offer, or a solicitation to buy or sell any security, investment product, or advisory service. Private securities are speculative and illiquid. Investing involves substantial risks, including possible loss of the entire investment. Certain investment opportunities have minimum investments as low as $10,000, subject to eligibility and availability.
Disclosures: At the time of recording, the host is also long VCX and ARKVX, which hold Anthropic equity exposure. Access IPOs content is for informational purposes only, and the host does not recommend that investors buy or sell any stocks, funds, or private companies mentioned. Perform personalized due diligence and only invest with money you can afford to lose, as IPO and pre-IPO investments inherently carry a high degree of risk. Invest in IPOs and private companies at your own risk. The host may invest in upcoming IPOs mentioned on the show, including Anthropic. His stated participation is not a recommendation to buy or sell, and nothing on the show should be considered personalized financial advice.
Craig Stephens founded Access IPOs in 2016 to help ordinary investors explore IPO and pre-IPO opportunities. He also manages the Access Club, a membership community for IPO and startup investors. Craig studied Finance at Michigan State University and lives in Northern Virginia. Learn more about Craig.
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