Hedge funds predict Claude's end users will reach 500 million, and the enterprise-level market is the biggest AI dividend

According to surveillance, at the Sohn Montreal Investment Conference on June 4, Alex Sacerdote, founder and CEO of hedge fund Whale Rock, revealed that the number of daily active users (DAU) of Claude under Anthropic has rapidly soared to 14 million (2 million last year). Sacerdote predicts that the number of end users is expected to reach 500 million. He stressed that the AI industry is currently in the very early stages of vertical growth. The past three years have only been equivalent to a powerful search engine, and the enterprise market is the real ultimate trophy. As a major investor, Whale Rock participated in its Series G funding round earlier this year.

In response to the AI bubble theory, Sacerdote refuted it. He pointed out that compared with the forward price-earnings ratio of giants such as Cisco, which was more than 100 times higher during the 1999 Internet bubble, today's AI leaders have solid profits and are much more reasonable. In his view, the biggest threat facing the industry today is not economic law, but government regulation. Americans seem to be wary of AI, and there is a serious “Not in my backyard” (Not in my backyard), but this technological trend is unstoppable.

This optimistic expectation is echoed by Anthropic's meteoric capitalization process. On Monday (June 1), Anthropic secretly submitted a draft listing application to the US Securities and Exchange Commission (SEC). It plans to list as soon as this fall, and is expected to land on Wall Street ahead of OpenAI. Just last month, the company just completed a massive $65 billion Series H round at a valuation of $965 billion.