Anthropic’s near-$2tn IPO rests on a revenue forecast for 2028
THE SO WHAT
Bankers leaning on a $190–200B 2028 revenue forecast to justify a near-$2T IPO tells you public markets are being asked to underwrite AI labs as quasi-utilities with extreme growth assumptions. For operators, this raises the bar on your own AI business cases—CFOs will benchmark your projections against these narratives and push harder on proof, not promises.
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