Alex Sacerdote, founder and CEO of Whale Rock Capital Management, thinks Anthropic is on track to hit half a billion users before it goes public. That’s not a typo. Five hundred million, with a B-shaped shadow looming behind it.
Sacerdote made the projection at the Sohn Montreal investment conference on June 4, one day after Anthropic filed a confidential IPO registration with the SEC. The timing was not subtle.
From 2 million to 14 million, and counting
According to Sacerdote, Claude’s user count surged from 2 million to 14 million in a relatively short window. That’s a 7x jump, and the kind of growth curve that makes venture investors start breathing a little faster.
Anthropic has tapped Morgan Stanley and Goldman Sachs as lead underwriters for the offering.
