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Exclusive-Anthropic considers releasing new AI model ahead of IPO, sources say

The company is weighing safety and profitability as enterprise customers shift spending and OpenAI’s GPT-6 Astra gains traction, Reuters reported.

  • Anthropic is considering rolling out a new AI model to counter OpenAI's momentum following the launch of GPT-6 Astra, sources said. This potential release aims to defend the company's enterprise market position ahead of its anticipated IPO.
  • The development follows Anthropic CEO Dario Amodei's recent essay calling for an industry-wide slowdown to address safety concerns. Amodei wrote, "We must slow the pace at which we improve the capabilities of AI models," citing concerns about swarms of agents.
  • Astra has gained traction among enterprise users, capturing about 13% of spending tracked by Ramp compared with about 8% for Anthropic's Claude Fable. OpenAI's annualized revenue run rate reached $40 billion in July, intensifying competitive pressure.
  • Meta Platforms, one of Anthropic's largest customers, is reducing its reliance on these models to develop internal AI capabilities, sources said. Meanwhile, the IPO could be delayed until after November's midterm elections.
  • Investors note that AI leadership shifts repeatedly as new models emerge, making advantages potentially short-lived. A broader challenge remains the rise of open-source models, which allow companies to build their own infrastructure rather than rely on commercial providers.
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Anthropic considers releasing new AI model ahead of IPO, sources say

It could also push its IPO to after November US midterm elections, say sources. Read more at straitstimes.com.

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Anthropic may release new AI model before IPO to boost valuation

Anthropic may release a new AI model before its IPO to enhance valuation. Market cap over $1.25T at IPO close priced at 1.3% YES.

[Digital Daily Reporter Gu Ah-hyun] Antropic, which has argued that the pace of artificial intelligence (AI) development must be slowed, is considering launching a new AI model to compete with OpenAI’s ‘GPT-6 Astra.’ On the 19th (local time), Reuters reported, citing multiple sources, that Antropic is reviewing the launch of a new AI model. It is reported that the need for a response has grown within Antropic as OpenAI’s recently unveiled GPT-6…

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Compsmag broke the news on Friday, September 18, 2026.
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