When a company delays its IPO to show investors better numbers, that's a strategy. When the NYC pension fund publicly asks you to delay it over AI safety concerns, your chief rival's CEO calls his own IPO 'ill-advised' and postpones it until at least next year, tech stocks are sliding on open-weight model fears, and your own prospectus warns of 'existential risks to humanity' from the product you're selling, that's not a strategy. Anthropic's numbers are extraordinary. Its third-quarter 2026 revenue was reportedly $16.8 billion ' up 45% quarter on quarter. That means the company's annualized revenue run rate is roughly $67 billion. Signal one: NYC Comptroller Mark Levine. Last week, the supervisor of New York City's pension funds ' which reportedly hold roughly $7 million in Anthropic exposure today, but could hold dramatically more if Anthropic enters the Russell 3000 post-IPO ' sent a letter to Anthropic CEO Dario Amodei urging the company to pause the IPO entirely. The risks he...
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