Dan Ives Sees Anthropic IPO Facing Valuation Pressure
Channel: Bloomberg Television
Uploaded:
Duration not recorded
Read a transcript preview of “Dan Ives Sees Anthropic IPO Facing Valuation Pressure” from Bloomberg Television, uploaded on 2026-11-03.
Transcript preview
Language: English (original, creator captions)
[0:00] Let's get to Anthropic. The Wall Street Journal reporting institution investors are pushing for a lower valuation
[0:04] ahead of the company's planned mega IPO. A growing list of concerns putting the target at
[0:08] 1.5 to 1,600,000,000,000. Dan Ives of York for Life's writing the deal still gets down in
[0:13] our view, but valuation will be the question. Dan joins us now for more. Dan, good
[0:17] morning. It's a $500,000,000,000 swing. That's something. That's not nothing. What's underpinning that?
[0:23] I mean, I think there's some... It's the amount that they're gonna need to spend. I
[0:25] mean, if you look in the s one, I think that's something where, especially in this
[0:29] broader market, what we're seeing in terms of just, you know, credit and bond yields and
[0:35] and ultimately for anthropic, the growth is not the question. But I think it's just getting
[0:40] there. And from a monetization perspective, the amount of capital they're gonna need to raise, and
[0:45] you could call 1.5, you know, as maybe baseline to what probably could even go lower
[0:51] as you get into mid Nove