# swyx commits to weekly coverage of the Anthropic IPO

> Original title: we are committing to weekly coverage of the Anthropic IPO all the way until it does or doesn't happen.

- Source: swyx
- Published: 2026-11-07T03:18:02.000Z
- Bad Influence: https://badinfluence.news/items/pfx4aepl49xlakbzku4ncvtlz
- Original: https://x.com/swyx/status/2118905788915982341

## Summary

swyx says he and Jamin Ball will cover the Anthropic IPO weekly until it either happens or does not. The post also links a video in which Ball walks AI engineers through Anthropic's S-1 and asks whether Anthropic's IPO will exceed a $1.5T valuation this year.

## Post

we are committing to weekly coverage of the Anthropic IPO all the way until it does or doesn't happen. 

Having covered mega-IPOs from $BABA to $TEAM, I get to dust off my equity hedge fund analyst hat with my AI Engineer hat once more, this time with my good friend @jaminball who is challenging @ttunguz for writer-VC-extraordinare of his generation.

## Quoted post @latentspacepod

> What are the most important and most misunderstood lessons from the @AnthropicAI S-1? 
> 
> What can we learn about the relative economics of neolabs and neoclouds, and how sustainable is Anthropic's edge over rivals in the most competitive market on earth!
> 
> Will $ANT even IPO?
> 
> We asked @jaminball of @AltimeterCap and Clouded Judgement, to walk engineers through the S-1:
> 
> https://youtu.be/P735f1xlpL0
> 
> What's your % odds on IPO. above $1.5T this year?

https://x.com/latentspacepod/status/2118905429535379691