Aftershock: Anthropic IPO Investors Mark Valuation Down To $1.5 Trillion As Growth Slowdown Sinks In

That didn't take long. Less than 24 hours after we did the math on Anthropic's investor-day numbers and concluded that the "run rate shows growth hitting the brakes," the people who actually have to do math (and write the checks) for a living, came to the same conclusion.

According to a Reuters report published after Thursday's close, some current Anthropic investors and prospective buyers in its November IPO are now weighing a lower valuation after the company's latest disclosures, "amid broader concerns over the ballooning cost of financing AI."

Strong Numbers, Wrong Slope