14 million DAU to 500 million ambitions—Anthropic rushes to IPO, and OpenAI has to hurry

At the Montreal Sohn Investment Conference, Whale Rock founder Alex Sacerdote stated that Claude's daily active users increased from 2 million to 14 million, with an expected eventual total of 500 million. He said AI is in its early stages, and the enterprise market will deliver the greatest dividends. Whale Rock participated in Claude's Series G funding. Sacerdote dismissed the AI bubble theory, stating that leading companies have solid profits and reasonable valuations, and government regulation is the biggest threat. Anthropic has submitted an IPO application to the SEC, planning to go public this fall, and is expected to lead OpenAI.