Harrison Rolfes | Morningstar

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More From Harrison Rolfes

PitchBook: Anthropic’s Leaked Financials Reflect Fast Growth, but Not a $2 Trillion Valuation

Draft IPO filing shows a company growing faster than its annual results can capture.

Harrison Rolfes Oct 2, 2026

What a Delayed OpenAI IPO Would Tell Investors

If Anthropic goes public first, it could set the terms of the valuation debate for frontier labs.

Harrison Rolfes Jul 17, 2026

Anthropic’s Gross Margin Is the Most Important Number in Tech

One number will recalibrate OpenAI’s offering, public AI infrastructure multiples, and the entire hyperscale GPU buildout thesis.

Harrison Rolfes Jun 12, 2026

PitchBook: OpenAI Is Going Public as the Worst Value Among Its Peers

Investors are paying a steep price relative to the underlying business quality, PitchBook research says.

Harrison Rolfes Jun 4, 2026

OpenAI Missed Multiple Revenue Targets—Here’s Why It Likely Won’t IPO This Year

Plus, whichever AI company IPOs first defines what “good” looks like.

Harrison Rolfes Apr 30, 2026

Which of the 3 Giant AI IPOs Should You Buy?

OpenAI, Anthropic, and Databricks are expected to go public this year at massive valuations.

Harrison Rolfes Mar 25, 2026

Harrison Rolfes is a senior analyst at PitchBook.

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