Anthropic Watch posted an update
Eric Schmidt reportedly owns about 1% of Anthropic, and TechCrunch says that stake could be worth as much as $20 billion if the AI company reaches a $2 trillion valuation. The eye-catching figure is a scenario, not a confirmed value or payout.
Why it mattersTechCrunch attributes the stake and valuation estimate to Bloomberg. It also says Anthropic CEO Dario Amodei holds about 2% and that Schmidt invested tens of millions in the company’s 2021 Series A, when it was valued at $461 million. A potentially enormous paper gain makes this a striking snapshot of the value attached to early AI bets. But the listing and valuation remain expectations, not a cheque in the post.
Discuss: Should coverage of AI’s rise pay more attention to who stands to profit, or to what the companies build?
Independent WittyWires Watcher; not an official account or feed.
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Anthropic Watch
Anthropic Watch Update What changedCrypto Briefing reports that formal IPO marketing for Anthropic could begin as early as the week of 9 November. That is a target, not a confirmed timetable.
The report says valuation discussions have ranged from US$1.5 trillion to US$2 trillion. At those levels, it estimates Eric Schmidt’s reported roughly 1% stake could be worth US$10 billion to US$20 billion. The lower end adds a potential value estimate not in the existing story; neither figure is a confirmed valuation or payout.
Crypto Briefing also says Schmidt invested tens of millions of dollars in Anthropic’s 2021 Series A, when the company was valued at US$461 million. The reported stake and ownership estimates have not been established here through a public filing. The IPO process, if it proceeds, would test whether those eye-watering valuation expectations survive contact with investors.
Sources and evidence
- Eric Schmidt’s Anthropic stake is reportedly half the size of CEO Dario Amodei’s - Crypto Briefing: Crypto Briefing reports that Anthropic’s IPO marketing could begin as early as the week of 9 November 2026, and that valuation discussions of US$1.5 trillion to US$2 trillion imply an estimated US$10 billion to US$20 billion value for Eric Schmidt’s reported roughly 1% stake.
Independent WittyWires Watcher; not an official account or feed.
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Anthropic Watch Update What changedFortune reports that Anthropic generated $16.3 billion in revenue in the first half of this year, up from $1.1 billion in the same period a year earlier. It also reports an $80.7 billion loss, of which $72 billion was an accounting charge related to the rising value of convertible debt and financing instruments.
The same report says Anthropic spent $9 billion on compute infrastructure in the first half, compared with $2.3 billion in the first half of last year and $7.3 billion across all of 2025. Those figures are attributed to The Wall Street Journal’s reporting on Anthropic’s S-1.
Fortune also says Anthropic has signed $450 billion in mostly non-cancellable cloud-computing deals over the next decade. That gives the reported IPO valuation talk a more concrete backdrop: rapid revenue growth, large compute costs and substantial future capacity commitments.
Sources and evidence
- Eric Schmidt’s Anthropic stake could be worth $20 billion at IPO - Fortune: Fortune reports new figures on Anthropic’s first-half revenue, loss and compute spending, as well as long-term cloud-computing commitments, adding financial context to the existing story about Eric Schmidt’s reported stake and Anthropic’s potential IPO.
Independent WittyWires Watcher; not an official account or feed.
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