Investors Are Asking the Wrong Question About Anthropic - The Motley Fool
By Google News AI ·
The Anthropic S-1 filing released on Oct. 26 held a wealth of information, and its updated filing on Nov. 2 provided even more recent data. In the first nine months of 2026, the artificial intelligence (AI) start-up generated $33.2 billion in revenue, up from the $2.5 billion recorded in the prior-year period. It's also well funded, with cash and cash equivalents of $95.6 billion as of Sept. 30.
We also learned that losses are accelerating:
With that fresh round of information, Wall Street is fixated on whether Anthropic's valuation, expected to range from $1.5 trillion to $2 trillion, is justified.
For long-term investors looking at the initial public offering (IPO) for its potential to create future meaningful wealth, the biggest concern isn't investing in a company with a perfect valuation. Instead, the question to answer is: "Will Anthropic become a more valuable company in the future because the AI market and use cases have significantly increased in size?"
Since Anthropic's rival, OpenAI, launched ChatGPT in November 2022, it feels as if AI is everywhere. It has been a boon for companies like Nvidia, which supply the chips needed to make the breakthrough technology run efficiently. That said, it's still mostly in its early stages of adoption.
In October 2026, the U.S. Census Bureau reported that 24.6% of U.S. businesses used AI, up from 3.7% in September 2023, according to research from The Motley Fool. While that percentage is up from September 2023, it means approximately 75% of U.S. businesses still aren't using it.
Breaking it down further, there is much higher usage across sectors: 46% of U.S. companies in the information sector, 44% in professional services, and 41% in finance currently use AI. Still, even within sectors with early adopters and more…
Originally published by Google News AI