BloombergLean L·
Lori Keith Sees Long AI Growth as Anthropic files IPO
Discussing Anthropic’s IPO filing, portfolio manager Lori Keith described AI’s shift from pilot projects toward companies capturing measurable economic value. She said Anthropic’s customer growth signals strong demand: nearly 12,000 customers spend at least $100,000 annually, up from about 950 a year earlier, and more than 1,900 spend at least $1 million. Keith said adoption remains early, with engineering and coding among the leading uses and customer service and other applications broadening.…
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