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Best Anthropic IPO Newsletters in 2026

NewsletterFIT tracks 4 newsletters that cover Anthropic IPO as a primary topic, all with posts in the last 90 days. By publicly shown subscriber count, the largest are pegasusfund (2K).

Updated Nov 13, 2026 · sorted by publicly shown subscribers · methodology

  1. 1
    pegasusfund2K subscribers

    SubstackMonthly or less · last post 40 days ago

    L/S. Nothing I say is investment advice. https://x.com/PegasusFund

    Likely audience: investors

  2. 2
    The Data Letter—

    SubstackSeveral times a week · last post 8 days ago

    From recent posts: The Data Letter publishes financial analysis of AI infrastructure spending, cloud provider contracts, and SEC filings, with heavy focus on Anthropic, Amazon, Alphabet, Nvidia, Oracle, and CoreWeave. It is written for…

    Likely audience: AI product managers

  3. 3
    النشرة المالية—

    SubstackWeekly · last post 12 days ago

    From recent posts: Anthropic filed a prospectus with the SEC to launch a public offering, aiming to list shares on Nasdaq under ticker ANT. The filing reveals $16.3B revenue (up 1300% YoY), $80.7B net loss driven by non-cash fair value ad…

    Likely audience: AI industry investors

  4. 4
    Modern Times—

    SubstackWeekly · last post 8 days ago

    From recent posts: The article analyzes whether the current AI infrastructure build-out constitutes a leveraged asset bubble, comparing AI to historical infrastructure booms and examining Anthropic's and OpenAI's upcoming IPOs, falling mo…

    Likely audience: investors

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