Anthropic IPO: Is the Potential Upside Worth the Risk?

[Tucker Walton]

I've been following the Anthropic IPO discussion, and one thing I find interesting is how the subscription fees could affect the actual return.

There are reports of a possible $70–$80 offer price, but these figures are still unconfirmed. The anticipated IPO date is November 18, although recent reports about filing corrections could affect the timeline.

Looking at a hypothetical scenario:

• Offer price: $70

• Opening price: $80

• Public subscription fee: 5%

• VIP subscription fee: 12%

Under these assumptions, the estimated return would be around 8.57% for public subscribers and 0.57% for VIP subscribers, after the respective fees.

But there's an important point: these are projections, not expected or guaranteed profits. ANT could also open below its offer price, meaning subscribers could lose money from day one.

Another thing worth understanding is rANT. It is designed to be backed 1:1 by actual ANT shares held in custody, track Nasdaq pricing, and trade 24/7 on Bitget Spot after listing. However, holding rANT does not mean direct ownership of Anthropic shares or voting rights.

Personally, I think the more interesting question is not just how much ANT could open at, but whether its business fundamentals justify the valuation. Anthropic's reported revenue growth and enterprise adoption are encouraging, but AI infrastructure and computing costs remain major factors.

What would your strategy be? Would you consider selling at the opening if there's an upside, or holding longer based on Anthropic's growth potential?

Official campaign details: https://www.bitget.com/campaigns/anthropic-ipo?channelCode=regd&vipCode=979y

Disclaimer: This is not financial advice. All projections are speculative, and you could lose money.