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Anthropic's S-1 Is Public; Post Estimates IPO Between Nov 2026 and Feb 2027 Based on Recent Tech IPOs
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Anthropic's S1 filing has become officially public, according to a post on X. The departure last week of two prominent Claude Code builders, @trq212 and @amorriscode, was widely seen as a signal that an IPO was imminent. Based on AI research of six recent tech IPOs, and assuming no event like the Cerebras withdrawal and refile, the post projects an IPO window between November 17, 2026 and February 28, 2027. The post also notes Anthropic's valuation has grown 15x since last summer and that a four-year vesting schedule with a one-year cliff means an employee granted $4M in RSUs 18 months ago and then departing would already hold over $20M in RSUs at today's price, before any IPO bump or dip. It suggests buyers considering an SF home may want to act within the next month before new millionaires are minted, noting some sellers already accept Anthropic and OpenAI RSUs as payment.
Source report
Two of the most visible builders behind Claude Code (@trq212 and @amorriscode) left the company last week, which many believed signaled the IPO was upon us.
IPO Timeline Estimate
Based on AI research of six recent tech IPOs—assuming nothing happens like the Cerebras withdrawal and refile—the IPO is projected to land somewhere between November 17, 2026 and February 28, 2027.
Valuation and RSU Impact
- Anthropic's valuation has 15x'd since last summer.
- The vesting schedule is 4 years with a one-year cliff.
- Example: If you were granted $4M in RSUs only 18 months ago and left, you would already have over $20M in RSUs—at today's price, and without factoring in an IPO bump or dip.
Real Estate Implications
If you're thinking of buying a home in SF and can afford one, you may want to snag one in the next month before thousands of new millionaires are minted. Some sellers were already accepting Anthropic and OpenAI RSUs as a form of payment.
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Source
alliekmillerNeutral / independent