Anthropic Investors Beware: IPOs Significantly Underperform the Market in Year 1

Impact · against what's priced in

The news regarding Anthropic's upcoming IPO is a significant new catalyst for the AI sector, though the article's cautionary tone regarding SpaceX's price action is already reflected in SpaceX's current valuation. SpaceX remains a cautionary tale of IPO volatility rather than a source of new fundamental deterioration.

SPCX−0.05

Already priced in

The price assumes

the bear case that the business is worth only $62 to $75 per share

The article cites SpaceX as a prime example of IPO disappointment, noting a peak above $225 followed by a plummet to $108. This price volatility confirms the market's existing skepticism and its refusal to pay for the extreme bull-case valuations.

What SPCX's price assumes · Sep 11

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