Anthropic, the AI company behind Claude and OpenAI's closest rival, is reportedly heading toward a public listing large enough to top the record set by SpaceX.
According to The Hindu, citing US media reports, Anthropic's market debut could break the IPO record established by Elon Musk's space company, which went public in June. The specifics of Anthropic's offering — timing, price, size — have not been confirmed by the company in these reports.
Separately, Reuters, citing a report in The Wall Street Journal, says Anthropic is expected to tell investors it sees more than $30 trillion in potential revenue. That figure is a claim about a long-run addressable market, not sales the company has booked. It's the kind of number a company puts in front of investors to argue that the ceiling on its business is enormous — closer to the size of a major national economy than to any software market that exists today.
The story is also being picked up in AI industry commentary, including the newsletter AI: Reset to Zero, which framed the offering as Anthropic aiming past both SpaceX and OpenAI.
What's worth keeping straight: two different claims are circulating. One is about how much money the IPO itself could raise, attributed to unnamed US media. The other is about how big Anthropic thinks its market could eventually be, attributed to the WSJ via Reuters. Neither has been independently confirmed here, and Anthropic has not publicly commented in these sources.
It matters because a record-setting Anthropic listing would move the AI boom from private funding rounds into ordinary investors' portfolios, letting the public market — not just venture capitalists — put a price on whether these companies can grow into the trillion-dollar expectations they're selling.