The speaker believes that if Anthropic had gone public a month earlier, its stock would have fallen during the recent public-market selloff in semiconductors and AI, even if the business was performing well.

“Like the reality is, is if Anthropic went public, um, a month ago, you know, the, the big route that you've seen in public markets recently, especially in semis and the AI trade, Anthropic would also be down even if the business was doing well.”