Initial Thoughts on the Anthropic IPO in 2H26 and Key Beneficiaries in Korea

Jun 02, 2026

∙ Paid

In this insight, I discuss my initial thoughts on the mega Anthropic IPO in 2H26 and the key beneficiaries of this IPO in Korea.
I provide a list of top six Korean companies that could benefit from the upcoming Anthropic IPO in 2H 2026.
Combined market caps of Anthropic, SpaceX, and OpenAI are likely to be around $4 trillion or more. Once listed, this could negatively impact investors’ capital allocation to other tech stocks.

Source: Companies data, WSJ

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