Why is Anthropic always in the spotlight? Because it understands the real truth behind this round of AI "investment" better than anyone else
There are people in this world who say, "This thing has a quarter chance of killing us all," yet they keep stepping on the gas and refuse to slow down for a second. These people are either crazy, or they see something others don't.
Anthropic's CEO, Dario Amodei, is one of those people.
September 2025, Washington, Axios AI+ Summit. The host asked him a favorite question among insiders: What do you think is the probability that AI will bring disaster to humanity?
He said 25%.
And then he added, "If a plane had a 25% chance of crashing, you wouldn't get on that plane."
But the thing is, Amodei not only got on that plane, he’s working hard as the pilot and pushing the throttle all the way. Nine months after saying this, at the end of May 2026, Anthropic completed a $65 billion Series H funding round, pushing its valuation close to a trillion. On June 1st, it secretly submitted an IPO draft to the SEC.
The contradiction here is clear at a glance: a person openly claims that what he has built has a one-in-four chance of destroying civilization, and then immediately puts the company on a trajectory towards a trillion-dollar valuation, racing ahead more aggressively than anyone else. If he truly believed that, why doesn't he get off or hit the brakes?
If you can't figure out this question, you won't understand Anthropic, nor will you understand today's AI "investment".
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
The AI boom may follow the path of the 19th-century railway bubble, and builders may not be the ultimate winners
Goldman Sachs analyst Bobby Molavi compared the current situation to the 19th-century British railway mania: 500 companies spent more than the nation's annual income building 8,000 miles of railway, with most early investors losing out, while the real beneficiaries were the later "passengers." He pointed out that the current AI craze is driven by both debt and momentum, and that the S&P 500’s forward P/E ratio of 18x is only "a bit cheaper." Whether the builders can retain value is uncertain, and history does not offer an optimistic answer.

If Anthropic's IPO goes smoothly and the stock price rises next week, then everything remains the same for AI. Otherwise, some companies will go bankrupt.
The shrinking valuations of two major giants have triggered a chain reaction—investors are adopting more conservative revenue multiples for AI startups and are directly halting high-valuation financing for companies with zero revenue. Multiple venture capital firms have advised their portfolio companies to lower valuation expectations and to quickly build up cash reserves. Market participants warn that the outcome of Anthropic’s IPO will be a barometer for the industry: if successful, the boom will continue; if it fails, some companies may face elimination.
After the Brazilian election, political discount deepens; Morgan Stanley remains bullish on Petrobras (PBR.US), focusing on fuel pricing and dividends
Morgan Stanley still maintains its most optimistic "Overweight" rating, but has lowered its year-end 2027 target price from $31 to $25.

Corning (GLW.US) receives initial "Buy" rating from Jefferies! AI factories driving a fiber optic rush, with a potential global supply gap of up to 30%
For Corning, the recent profit growth mainly comes from the expansion of AI clusters. As the number of optical links crossing cabinets and campuses increases, customers need to deploy more optical fibers within limited conduit and cabinet space, thus driving demand for high-density optical cables and connection systems.

