Unverified: NIK Posts That Anthropic's IPO Is Cancelled, While Other Users Point to a Fresh Filing

Context

Anthropic has been preparing an IPO, and earlier in this deck The Kobeissi Letter said markets saw only a 28% chance it would be the largest IPO of 2026. NIK (@ns123abc) posted a four word claim without a source. Anthropic had not commented in the posts found during this scan.

Deep dive

NIK (@ns123abc) posted late on Nov 3 ET that the Anthropic IPO is cancelled. The post contains only those words, with no source, document or explanation, and it passed 800,000 views overnight.

This claim is unverified. Anthropic had not commented in the posts found during this scan, and no news outlet had reported a cancellation.

The claim drew pushback. One user (@babayagatwt) wrote that there was no withdrawal on the SEC site and that the last filing, on Nov 2, was an update to the IPO paperwork, which the user called the opposite of backing out. That user's post was small, but it matched what other replies said.

Theo Browne (@theo), who said the same morning that his last day at Anthropic had come, quote posted the claim. He said he is the first person to criticize NIK for spreading misinformation, but added that he had heard similar news from a few sources. He did not name the sources or give details.

The rumor spread during a night when markets were reacting to US election results and AI stocks were volatile, which may have helped it travel.

What to expect next

Watch for a statement from Anthropic or a new SEC filing, which would settle the question either way. A formal withdrawal would show up in public filings. If none appears, the claim will likely fade as a rumor. Investors and prediction markets tracking the Anthropic IPO will react quickly to any confirmed news. Theo's claim of hearing similar news from several sources is also worth tracking, since named sources or reporting by a major outlet would carry far more weight than a short unsourced post.