The company's investors expect it to continue to grow at approximately the same rate for the remainder of the year, finishing 2026 between $100 billion and $120 billion
EP.99 故事线A: 预计 2026 年底达到 1000-1200 亿年化收入，对应的 IPO 估值预期超过 2 万亿美元——这将是历史上规模最大的 IPO。AI 公司的财务规模正在超越大多数传统行业巨头，速度令人咋舌。
Anthropic's revenue continues to not only grow at an historic pace but also to accelerate
EP.99 故事线A: 不仅在增长，而且增速本身也在加速——这是超线性增长的信号。对比 OpenAI（400 亿）和 Anthropic（650 亿），Anthropic 的市场份额正在被低估，而这恰好在 IPO 前夕发生。
Soon, with OpenAI, Anthropic, and Grok all set to enter the public markets, we will be able to exert similar influence over what are now all privately held entities.
This is an underappreciated implication of AI company IPOs: going public doesn't just raise capital, it converts private decision-making into a domain subject to shareholder resolutions, proxy votes, and public disclosure requirements. The governance leverage that currently applies to Alphabet and Microsoft will extend to the frontier AI labs — a structural accountability shift that no amount of voluntary safety commitments currently provides.