Investors Are Asking the Wrong Question About Anthropic

Anthropic is preparing for an IPO with an expected valuation of $1.5-$2 trillion. The company generated $33.2 billion in revenue in the first nine months of 2026, but investors should focus on future AI market growth rather than current valuation. While AI adoption among U.S. businesses has grown to 24.6% as of October 2026, approximately 75% of businesses still don't use AI, suggesting significant room for expansion if adoption accelerates.