Gavin Baker, managing partner and CIO at Atreides Management, has a hunch: Anthropic's recent flood of growth data looks like IPO positioning.
The company's eye-popping stats — including a $65 billion annualized revenue run rate — may be just the opening act. Baker suspects Anthropic wants to walk into formal investor meetings with even higher numbers, especially as more compute capacity comes online through July, August, and September.
He also expects OpenAI to follow suit soon with fresh growth figures, making the case that it's winning back market share and growing even faster.
Anthropic and OpenAI are clearly in a race.