Anthropic의 $965b IPO 신청은 투자자들이 '안전한' AGI에 전 재산을 걸고 있음을 증명
$65b 유치 후 $965b의 가치를 인정받은 Anthropic이 기밀 IPO를 신청했다. 이번 신청은 기업 대상·안전 최우선 AI가 조 단위 밸류에이션을 지속할 수 있을지에 대한 대대적인 시장 테스트를 예고한다.
anthropic has submitted a draft registration statement to the sec for a proposed ipo, less than a week after a $65b funding round lifted its valuation to $965b. the company's revenue run-rate reportedly exceeded $47b, up from $9b in late 2025, driven by enterprise adoption of its claude models. this filing intensifies the competition with openai, which recently raised at an $852b valuation, marking a pivotal moment for public investment in foundation model companies. regulators will scrutinize anthropic's financials and its restricted 'mythos' model, which requires bug fixes before public release.