The short answer: Pomp doesn't think so. On the October 29, 2026 episode he said "Bitcoin is going to be just fine," and argued that "the more successful they are at AI, the higher Bitcoin's price will go," because AI creates abundance and abundance makes scarce assets like Bitcoin more valuable. Not everyone agrees: Bitget's CEO has warned of big swings as AI IPOs arrive.
Drawing on The Pomp Podcast, hosted by Anthony Pompliano (anthonypompliano.com), in which Polina Pompliano, founder of The Profile, interviewed Pomp (episode released October 29, 2026).
Anthropic filed its S-1 on October 26, putting it on track to become the first frontier AI lab to go public. With trillion-dollar AI listings coming, a common worry is that they will pull money away from Bitcoin. Polina Pompliano asked Pomp directly: "Is that going to suck the air out of the room for Bitcoin?" Here is his answer, and what the filing shows.
Will the Anthropic IPO pull money away from Bitcoin?
Pomp says no. "I actually think that the more successful that SpaceX, Anthropic, all these companies, the more successful they are at AI, the higher Bitcoin's price will go." He did acknowledge that capital has rotated toward AI, including bitcoin miners moving into AI data centers, and that he personally now splits new money "like 50-50 between Bitcoin and AI." More on that in Is Bitcoin Less Risky Now?
Polina raised the other side: Bitget CEO Gracy Chen has said Bitcoin could swing 30% in either direction as big AI IPOs hit. Pomp's response: "anytime you have change in a market, there's always volatility," and it "can work in both directions."
Why does Pomp think AI is good for Bitcoin?
Because of abundance. "An abundance of money, dollars, means that the scarcity of Bitcoin is more valuable. AI is an abundance technology," he said. "In a world of abundance, scarcity becomes more valuable." That makes him bullish on Bitcoin, gold, productive land and scarce collectibles. It's a thesis, not a forecast.
What does Anthropic's S-1 show?
Pomp said the most impressive thing about Anthropic is that "it looks like they burned less than $10 billion to generate what looks like it could be somewhere between 75 to $100 billion of annual revenue," while noting people are still "trying to kind of piece it together." Those are his estimates, not figures from the filing. Here is what the S-1 and reporting on it say:
Revenue of $16.29 billion in the first half of 2026, up from $1.16 billion a year earlier, and $4.59 billion for all of 2025, according to Reuters.
An operating loss of $693 million in the first half of 2026, narrowing from $2.14 billion a year earlier, and positive operating cash flow of $3.9 billion, per MicroVentures.
Third-quarter revenue growth was about 47%, CNBC reported.
About $72.4 billion of one-time charges, according to The Guardian.
The filing does not state an annual revenue run rate of $75 billion to $100 billion. For background, see What Is Anthropic? and How Do I Buy Anthropic Stock?
Does Pomp like Anthropic?
He likes the product and has questions about the people. "Man, these guys nailed it. They got a great piece of technology," he said of Claude. His concerns are about governance and what he sees as moralizing, which he laid out in Should Anthropic Give Its Shares Directly to Kids?
Key takeaways
Pomp says Bitcoin "is going to be just fine" as Anthropic and other AI companies go public.
His thesis: AI creates abundance, which makes scarce assets like Bitcoin more valuable.
He now splits new money roughly 50-50 between Bitcoin and AI.
Anthropic's S-1 shows $16.29 billion of revenue in the first half of 2026. Pomp's $75 billion to $100 billion figure is his own estimate.
Bitget's CEO has warned Bitcoin could swing 30% either way as AI IPOs hit.
Best quotes from this episode
"No, I think that Bitcoin is going to be just fine."
"the more successful they are at AI, the higher Bitcoin's price will go."
"An abundance of money, dollars, means that the scarcity of Bitcoin is more valuable. AI is an abundance technology."
"In a world of abundance, scarcity becomes more valuable."
FAQ
Will the Anthropic IPO hurt Bitcoin?
Anthony Pompliano doesn't think so. He argues AI success will push Bitcoin higher because abundance makes scarce assets more valuable. Others expect volatility as AI IPOs pull in capital.
When is the Anthropic IPO?
Anthropic filed its S-1 on October 26, 2026, but a listing date has not been finalized. See How Do I Buy Anthropic Stock?
How much revenue does Anthropic make?
Its S-1 shows $16.29 billion of revenue in the first half of 2026 and $4.59 billion in 2025.
What is Pomp's abundance thesis?
He says AI will bring an abundance of money, intelligence and information, and that in a world of abundance, scarce assets like Bitcoin, gold and land become more valuable.
FROM THE HOST
Balance your AI and bitcoin bets with your own numbers.
Silvia is a personal AI CFO. Connect your accounts, see your assets and liabilities in one place, and ask how your portfolio is split between bitcoin, AI stocks and everything else. Access is read-only.
Disclosure: Anthony Pompliano is Chairman and CEO of Silvia, Inc (Nasdaq: SVIA). For educational purposes only; not financial advice.
Watch or listen to the full episode
Hear Pomp on why the AI boom could be good for Bitcoin.
"My Biggest Bitcoin Regret Ever" with Anthony and Polina Pompliano, October 29, 2026. The Anthropic discussion starts around the 14-minute mark.
Sources
About The Pomp Podcast
The Pomp Podcast is hosted by Anthony Pompliano and covers the future of business, finance and technology. The show features Pomp's conversations with founders, investors and economists about bitcoin, markets, AI and the economy. Follow The Pomp Podcast on X.
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This article reflects the opinions of the guests and host as shared on The Pomp Podcast. It is guest opinion, not investment advice. Do your own research before making any investment decision.
