Investor Selby on Why Anthropic's IPO Puzzles Him
Channel: Bloomberg Television
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Read a transcript preview of “Investor Selby on Why Anthropic's IPO Puzzles Him” from Bloomberg Television, uploaded on 2026-11-11.
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Language: English (original, creator captions)
[0:00] You've put a ticking clock on the AI boom.
[0:02] But take a look at what's happening in the markets today, right?
[0:05] I mean, they've held up really, really well.
[0:07] So we've also instilling stability in the market.
[0:10] So why should it be busting. Well, uh good evening Iceland.
[0:17] Um, you know, I think one of the questions that investors should ask in
[0:21] anticipation of the anthropic IPO, this is an offering that has been seen by
[0:28] probably every private investor on planet Earth, and it's been overly
[0:34] shopped. And I wonder who has not seen this deal
[0:39] when it comes, uh, to market as a public offering here imminently.
[0:44] And so I don't know if it's going to be the Robinhood, you know, yellow, uh,
[0:48] GameStop esque type traders that are going to be on their side of the trade.
[0:52] But this seems like a deal that has been very overshot.
[0:54] And I just really question who is going to be, uh, the buyer and the idea that
[0:59] it's going to come out at $1 trillion, uh, type price, uh, seems extremely
[1:05] optimistic to me. So $1.4 trillion valuation, fully
[1:11] diluted, not looking attractive. Is it a price that would make it
[1:15] attractive to you? I can't speak to what declaring price
[1:22] may be, but I suspect strongly that it will be south of $1 trillion.
[1:28] And I would worry overall that, you know, if the most prominent AI IPO of
[1:35] all time comes out significantly below its projected price, what does that do
[1:41] for the overall sentiment of the market, which is already, I think, quite
[1:46] nervous, uh, for a variety of different reasons.
[1:48] You know, which I'm