The article argues that Anthropic's upcoming IPO will draw strong investor interest, and that new stocks often jump in the first few days before falling back, as seen with SpaceX (SPCX). It notes that Anthropic's revenue rose to $16.3 billion in the first six months of 2026 from $1.2 billion a year earlier, a 1,305% increase, while losses reached $80.7 billion, about 5 times revenue. The author sees this gap as a reason Anthropic needs public equity funding and says the stock could be polarizing. The author suggests investors could consider other AI stocks, such as suppliers of Anthropic's computing infrastructure.
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