How Jensen Huang’s exit could impact Anthropic’s blockbuster IPO

Fortune
47 followers
34 Video Views·Nov 14, 2026
I have been walking around basically asking two questions
to every source I can find.
What does this mean for startups in a world after Jensen?
And what does this mean for the Anthropic IPO
that's scheduled for next week?
In terms of Anthropic, what I'm hearing is it's still a go.
In fact, I had somebody make the case
that Anthropic is actually a beneficiary.
This is its own conversation,
but Anthropic and Nvidia have sort of a longstanding beef
that ties back to Jensen and Dario.
The short version is that Dario is a China hawk
and they have run into quite a bit of
consternation around that.
There is a sense that of all the companies that
we're talking about in this equation,
maybe no one relies on Nvidia less than
Anthropic. They are building their own chips.
There actually aren't that many
supply chain concerns. One investor I
was talking to this morning sort of said,
actually this is great for them.
They actually are more poised than ever to go
public next week, which I was surprised
by because the thing I have been
wondering about is does this put a damper
on the whole AI boom if the face
The face of it is gone.
There are, I suppose though, other faces.
