Updated
Updated · Bloomberg · Jun 4
Morgan Stanley, Goldman Sachs Lead Anthropic IPO as SpaceX Fees Could Reach $500 Million
Updated
Updated · Bloomberg · Jun 4

Morgan Stanley, Goldman Sachs Lead Anthropic IPO as SpaceX Fees Could Reach $500 Million

3 articles · Updated · Bloomberg · Jun 4

Summary

  • Anthropic handed Morgan Stanley and Goldman Sachs the lead roles on its IPO, giving both banks a marquee AI mandate where prestige is seen as more valuable than underwriting fees.
  • Up to $500 million in fees could also be at stake on a future SpaceX listing, even after Elon Musk pushed bankers to cut their compensation, underscoring how lucrative top IPO assignments remain.
  • JPMorgan is also on the Anthropic deal, which positions the Claude maker in the race with OpenAI to become the first major AI company to go public.
  • The win stands out as bankers at Bloomberg’s Global Credit Forum warned that older private loans are souring, defaults may rise and investors are growing wary of a potential glut of AI-linked debt.

Insights

Will Anthropic's 'safe bet' strategy outlast OpenAI's mass-market lead in the public markets?
As AI giants race to Wall Street, will the pursuit of profit compromise their commitment to AI safety?
With near-trillion-dollar valuations but massive cash burn, are AI giants building the next tech bubble?