Copper Sky Person in Charge: Anthropic Lock-up Period Ends or Triggers AI Pullback

Jack Selby, head of the venture capital firm Copper Sky, believes that the highly anticipated large-scale IPO of Anthropic may mark the peak of the AI investment boom, and once the initial lock-up period ends, it could trigger a chain reaction of market corrections.

In an interview with the media on Wednesday, Selby stated that if Anthropic's IPO performs poorly, it is likely to become a key factor in a large-scale correction in the future AI market. He questioned the notion that "AI demand is limitless" and stated that if conditions permit, he would significantly go long on Chinese AI, reasoning that Anthropic cannot claim that all of its business must rely on domestic U.S. models, leaving room for customers to arbitrage towards models from other countries.