Wall Street Reportedly Pushes Anthropic and OpenAI to IPO as Soon as Possible
According to reports, some institutions are demanding that Anthropic and OpenAI move forward with IPOs as soon as possible and not hesitate due to AI bubble risks. Large investors worry that a Democratic-controlled Congress could obstruct major AI industry deals and question tech company executives; a transaction lawyer advised relevant companies to complete IPOs before the end of the year. Anthropic has disclosed that it will go public before Thanksgiving this year and may file a prospectus or S-1 document in the coming days; Wall Street hopes OpenAI will complete its IPO before January 3 next year, while OpenAI CEO Altman said last month that he does not plan to IPO before next year. The report also mentioned that Meta may conduct an unprecedentedly large secondary stock offering in the coming months to fund its AI buildout.
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The original text discloses the time window and political motivations behind Wall Street's push for the two companies to IPO early, offering a view of how AI financing pace and regulatory risk intertwine.
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Political risk is prompting Wall Street to prepare quickly. According to reports, some institutions are asking Anthropic and OpenAI to launch their potentially market-shaking IPOs as soon as possible, and not to hesitate over AI bubble risks.
Insiders revealed that large investors are increasingly worried about the threat of the Democratic Party taking control of Congress. They expect that some Democratic lawmakers may be inclined to kill large deals in the AI industry and to question tech company executives over issues such as AI-induced job losses and deepfakes.
A well-known deal lawyer said that if matters develop in this direction, it would mean years of hearings, investigations and constant turmoil. He advised relevant companies to complete their IPOs before the end of the year to avoid the situation becoming even more chaotic.
According to reports, Meta may also conduct an unprecedentedly large secondary stock offering in the coming months to fund its AI buildout.
Risks
Anthropic has recently disclosed that it will go public before Thanksgiving this year and may release its formal prospectus or S-1 filing in the coming days. The concern is OpenAI. Its CEO, Altman, said last month that he did not plan an IPO before next year, partly because of concerns about AI safety.
But now Wall Street hopes OpenAI can complete its IPO before January 3 next year, because if the Democratic Party wins the midterm elections in November this year, it will formally reorganize Congress on January 3 next year.
At the same time, Anthropic's IPO is not set in stone. Given the wavering market sentiment on AI valuations, Anthropic may also back off at the last minute and postpone its IPO plans.
However, it is also possible that the Republican Party could turn things around in the final weeks, survive the test of the midterm elections and retain its majority in the Senate and House of Representatives. But judging from current polls, the Democrats' chances of winning are increasing, which is likely to create legislative gridlock in the U.S. government for the next two years.
Normally, markets like legislative gridlock, because the U.S. government will then be so busy arguing that it cannot advance any action that might mess up the capital markets. But in the current period of rapid AI expansion, blocking the Trump administration, which wants to expand, is clearly not helpful to the market.
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