Investor: Anthropic's Skyrocketing Growth Data Sets the Stage for IPO, OpenAI Will Soon Follow

Dynamic Beating AI News, Atreides Management Managing Partner and CIO Gavin Baker suspects that Anthropic's recent intensive growth data release is setting the stage for its IPO roadshow. The $65 billion ARR may just be the beginning, as the company aims to present even higher growth numbers when facing investors formally with more computing power coming online in July, August, and September.

Baker expects that OpenAI will soon follow suit, releasing its latest growth data to demonstrate that it is regaining market share rapidly and at a faster pace.

Both Anthropic and OpenAI have secretly submitted their IPO filings. Baker speculates that the two companies are likely to engage in a pre-IPO "data war" focusing on revenue, user base, and market share.