Chairman of the White House Council of Advisors on Science and Technology: Anthropic is likely to become the greatest enterprise in the history of capitalism

IT House reported on November 1 that David Oliver Sacks, chairman of the White House Council of Advisors on Science and Technology, recently appeared on the All-In podcast to conduct an in-depth analysis of Anthropic’s S-1 registration document, saying that this artificial intelligence startup is likely to become the greatest enterprise in the history of capitalism. Anthropic disclosed in the document that the company’s revenue in the first half of 2026 was US$16.3 billion (IT House Note: the current exchange rate is approximately 108.714 billion yuan), the book cash is US$112 billion (the current exchange rate is approximately 746.991 billion yuan), and the recurring income in 2026 is expected to reach US$100 billion (the current exchange rate is approximately 746.991 billion yuan). 666.957 billion yuan). Through the issuance of Class F shares, the company's seven founders will hold 50.1% of the voting power. "I think this is likely to be the most rewarding venture capital investment ever, especially considering the company is only six years old. It may also be the fastest venture-backed venture in value creation in history," said David Sacks. "Anthropic has over $100 billion in cash, they've burned almost none of the money they've raised, and it's a model of capital efficiency," he continued. "There's a lot of short Anthropic right now." People believe that the company's future committed capital expenditures are too high and impossible to fulfill. “But this IPO instead provides guarantee for these commitments, because they now have enough funds to fund all computing power orders and expected capital expenditures. They really only have to raise $80 billion, $90 billion, $100 billion, right? That's a completely different thing than raising $150 billion, $175 billion, or even $200 billion, which I thought they needed to raise. “So, they raised questions about the capital market during the IPO process.