Overview
- Anthropic submitted a confidential draft Form S‑1 to the U.S. Securities and Exchange Commission, a formal step toward an initial public offering that does not set share count, price or a timetable.
- The filing follows a roughly $65 billion private round that valued Anthropic near $965 billion, a figure that positions the company ahead of OpenAI in recent private valuations.
- Anthropic has offered restricted access to its Mythos model to EU governments and ENISA for testing through Project Glasswing after the model reportedly found thousands of software vulnerabilities.
- Wall Street expects Anthropic, OpenAI and SpaceX to push a wave of large AI-related listings, and major banks including Goldman Sachs, JPMorgan and Morgan Stanley are reported as likely advisers.
- Regulatory and security issues remain central: Anthropic has publicly clashed with U.S. defense authorities, Mythos raises cyberoffense and defense concerns, and the IPO will hinge on SEC review and market conditions.