Analysis: Anthropic Lockup Expiration May Trigger Chain Reaction Correction in AI Sector
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Author:小编   

On November 11, Jack Selby, head of venture capital firm Copper Sky, said that Anthropic's highly anticipated large-scale IPO may mark the peak of the AI investment boom and could trigger a chain-reaction market correction once the initial lockup period ends. In an interview on Wednesday, Selby stated that if Anthropic's IPO performs poorly, it is very likely to become a key factor in a large-scale correction in the future AI market. He questioned the view that "AI demand is unlimited" and pointed out that if the IPO of this most anticipated AI company performs far below expected valuation, the situation after the lockup period ends will be even more noteworthy. Regarding the Asian AI sector, Selby said that if conditions permit, he would "go massively long on Chinese AI," because Anthropic cannot claim that all business must rely on domestic U.S. models, and there is arbitrage room for customers to shift to models from other countries.