Anthropic has attracted investor offers at an $800 billion valuation

Anthropic has received investor offers valuing the company at approximately $800 billion, more than doubling its $380 billion valuation from just two months ago. The surge is driven by explosive revenue growth — from $1 billion annualised at end of 2024 to $30 billion by early April 2026, representing ~1,400% year-over-year growth. Claude Code alone hit $2.5 billion in annualised revenue. The company is also in early IPO talks with Goldman Sachs, JPMorgan, and Morgan Stanley, targeting a potential offering as early as October 2026 that could raise over $60 billion. A key catalyst is Claude Mythos, a new model that autonomously discovered thousands of zero-day vulnerabilities and was restricted to only 11 organizations under a $100 million defensive initiative. Google and Amazon, both major investors, are sitting on billions in unrealized gains. The article weighs the bull case (unprecedented growth, enterprise adoption) against the bear case (unsustainable multiples, intense competition, enormous costs).