Investor: Anthropic may have intentionally leaked $65 billion APR due to IPO roadshow

Investor Gavin Baker stated in Friday's All-In Podcast that marginally, Anthropic's share is flowing towards OpenAI, open-source models, and Grok, but its growth remains very rapid. Baker mentioned that if the $65 billion related data is accurate, then someone leaked this information to assist Anthropic's upcoming IPO roadshow, allowing it to claim a higher annual recurring revenue (ARR) after expanding capacity from July to September.

Baker pointed out that following statements related to Anthropic's potential IPO roadshow in September or October, given OpenAI's aggressive approach to locking in computing power and almost certainly capturing significant market share, the market should subsequently see leaks from OpenAI to demonstrate its faster growth. He stated that there will be a lot of speculation surrounding this IPO.

Baker also noted that the $65 billion data is impressive for the capacity-limited Anthropic and the entire AI industry, even though Anthropic may be losing some market share. He also mentioned that the number of Codex users has nearly doubled in the past five weeks.