CrowdStrike (CRWD) founder and CEO George Kurtz is looking beyond Anthropic (ANTH.PVT) calling out the potential for the end of the world in its heavily dissected IPO prospectus.
"I think at the end of the day, the world is not going to end in 2030, and there's not a 10% chance of that happening. So we have plenty of other problems, and safety and security is the most important topic," Kurtz said at Yahoo Finance Invest.
As it stands, Anthropic's S-1 has been generally well received by markets — except for one not-so-small aspect in the lengthy risk factor section.
Anthropic's first-half 2026 revenue surged to $16.3 billion from $1.1 billion a year earlier, the prospectus showed. The filing also discloses an $80.7 billion first-half net loss, a strong signal of aggressive AI spending in the years ahead.
On an adjusted basis, Anthropic posted $1.62 billion in operating income through the first six months of 2026 compared to a loss of $1.85 billion last year.
Investment bankers are reportedly aiming for an astronomical listing valuation of roughly $1.5 trillion to $2 trillion.
Anthropic will price its IPO next week and begin trading on Thursday, Nov. 19. It plans to list on the Nasdaq under the ticker symbol ANT.
The listing will include a warning from Anthropic that its technology could lead to the end of humanity. The AI lab offered no projection on when that could happen.
But it's something Kurtz is taking seriously from a business standpoint, as CrowdStrike will help companies survive the inevitable issues posed by fast-moving AI, such as massive hacks.
CrowdStrike's business has been on fire this year as a result — and so has its stock, up a sizzling 114% on the year.
"If you're creating a model that you don't feel comfortable with, don't release it, or spend the time to make sure it's secure or put more work into it. And I do think the public markets are going to force that," Kurtz said. "So you can kind of put all you want around your S-1 and some of the disclaimers around it, if you will. I'm sure they've got an army of lawyers that wrote that.
But if you don't feel safe with a model, then make it safe and then release it. What I do believe is that the market is going to help dictate who the winners are — the companies who create secure models, who provide data sovereignty around it, who allow customers to use it in enterprise and feel good, they're going to get the wallet share.
So there is going to be a financial incentive to create stronger and better models with better guardrails. I think the free markets help kind of dictate who's going to win this race."
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