SpaceX CEO Elon Musk is ‘one of one’: Will the market give Anthropic’s Dario Amodei the same leeway?

In the battle of big-name tech founders, SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk is in a class of his own.

Anthropic (ANTH.PVT) CEO Dario Amodei is a visionary too, pros say, but he’s not on Musk’s level.

That distinction could be important to watch as Anthropic incurs big losses as a public company with new shareholders to please. Does the market give Amodei a pass, as it has historically with Musk-led Tesla and SpaceX? Or does it punish Anthropic and Amodei for not delivering on the company’s ambitious growth objectives?

“Elon is a one of one. I think Dario has built an amazing business. There’s no question about that. But you know Elon’s a rock star in comparison as far as his persona goes. And so he gets a lot of leeway because of that,” Manhattan Venture Partners co-founder Jared Carmel said on Sozzi Unleashed.

Manhattan Venture Partners is an investor in both SpaceX and Anthropic.

The market is about to put Amodei and his team to the test.

SpaceX, Twitter and electric car maker Tesla CEO Elon Musk gestures after a speech at the Vivatech technology startups and innovation fair at the Porte de Versailles exhibition center in Paris, on June 16, 2023. (Photo by Alain JOCARD / AFP) (Photo by ALAIN JOCARD/AFP via Getty Images)
SpaceX and Tesla CEO Elon Musk gestures after a speech at the Vivatech technology startups and innovation fair in Paris on June 16, 2023. (Alain Jocard/AFP) · ALAIN JOCARD via Getty Images

Anthropic is reportedly preparing to publicly file its S-1 prospectus soon, possibly by the end of today.

Leaked details from its draft filing reveal sizzling sales growth, with Anthropic’s first-half 2026 revenue surging to $16.3 billion compared to $1.1 billion a year ago.

However, the filing also discloses an $80.7 billion first-half net loss.

Investment bankers are reportedly aiming for an astronomical listing valuation at close to $1.5 trillion to $2 trillion.

Anthropic could debut on public markets before the end of November.

Follow Brian Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email him at brian.sozzi@yahoofinance.com.



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