Anthropic IPO Is the “One We’ve Been Waiting For”: Bessemer’s Deeter
THE SO WHAT
Public exposure to the "software side of AI" via Anthropic gives LPs and public equity desks a benchmark for model-native economics rather than just chips and cloud. Expect capital and board pressure across your portfolio to be reframed against whatever revenue growth, gross margin, and compute spend ratios Anthropic prints.
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