Anthropic's IPO filing reveals founder control and $120B compute deal with SpaceX
Anthropic filed its IPO prospectus with the SEC, revealing that co-founders Dario and Daniela Amodei and five others will control 50.1% of voting power through Founder LLC, holding about 1.7 billion Class A shares. The filing shows Anthropic will pay SpaceX up to $120.5 billion through 2029 for NVIDIA GPU-powered compute, with monthly costs reaching $3.1 billion. Dario Amodei's 2025 compensation totaled $17.96 million, while Daniela Amodei earned $16.4 million. Microsoft, which invested $5 billion at a $350 billion valuation, has modified its agreement with Anthropic, which now plans to spend at least $44.9 billion on Azure. Anthropic reported no single customer exceeded 10% of revenue in the first nine months of 2026.