Hedge Fund Predicts Claude's End-User Scale Will Reach $500 Million, Enterprise Market Holds the Greatest AI Dividend

Here’s the revised English version adapted to American language conventions: Per monitoring from the Telegram channel Dynamic Beating (https://t.me/OneMillion_AI), Alex Sacerdote, founder and CEO of hedge fund Whale Rock, shared critical updates at the Sohn Montreal Investment Conference on June 4. As an early investor in Anthropic’s Series G round, Sacerdote revealed that daily active users (DAU) for Anthropic’s Claude have surged to 14 million—up from just 2 million last year. He projects the chatbot’s long-term user base could reach 500 million. Sacerdote framed the current AI industry as being in the very early stages of vertical growth, comparing the past three years to a “search engine on steroids” while emphasizing that the enterprise market remains the sector’s “real ultimate prize.” Pushback against AI bubble theories was another key point from Sacerdote: he argued today’s AI leaders have solid profitability and far more reasonable valuations than 1999 internet bubble giants like Cisco, which boasted forward P/E ratios over 100x at its peak. He cited government regulation as the industry’s biggest near-term threat, noting Americans hold reservations about AI and exhibit a “Not in My Backyard” mindset—but stressed the technology trend is unstoppable. This optimism dovetails with Anthropic’s fast-track capitalization plans: on June 1 (the Monday before the conference), the company secretly filed a draft registration statement with the U.S. Securities and Exchange Commission (SEC), targeting an initial public offering as early as this fall—potentially beating rival OpenAI to Wall Street. Just last month, Anthropic closed a massive $65 billion Series H funding round at a $965 billion valuation.