- TechCrunch reported, citing Indagari data, that Claude’s popularity has increased significantly over the last six months.
- Reports said that Anthropic, OpenAI, and others are working on AI models that would be proficient in hacking.
- Meanwhile, funds like KraneShares AI ETF, ARK Venture Fund (3.8%) and Fundrise Innovation Fund are gaining traction from retail investors for their stakes in top unlisted tech giants.
With Anthropic eyeing an initial public offering as early as October, investors are increasingly looking for exposure to the fast-growing AI startup while closely tracking developments that could shape sentiment ahead of the listing.
New data, first reported by TechCrunch, indicates that the Anthropic AI bot Claude gained paid subscribers at record levels.
Consumer spending tracker Indagari analyzed anonymized credit card transactions from 28 million U.S. consumers and estimated that paid users for Clause, excluding enterprise users, more than doubled to nearly 600,000 from 250,000 through February.
The TechCrunch attributed the bot’s surge in popularity to the ongoing clash between the U.S. government and Anthropic over defense-related AI use, as well as the company’s recent Super Bowl ads that took aim at rival OpenAI’s ChatGPT.
In separate but crucial news for the AI sector, Axios reported, citing AI and government officials, that Anthropic, OpenAI and other tech giants will soon release new models that could hack sophisticated systems at scale.
In fact, last week, Fortune reported on an unpublished Anthropic blog post describing Mythos. The post said the model is "currently far ahead of any other AI model in cyber capabilities."
As the potential IPO draws closer, investors are increasingly eyeing proxy funds that offer exposure to Anthropic. Stocktwits published an explainer on them last week.
Only two ETFs – KraneShares Artificial Intelligence & Technology ETF (AGIX) and Destiny Tech 100 (DXYZ) – currently offer direct exposure to Anthropic, though allocations are relatively small and not fully disclosed.
Retail-access private funds provide more meaningful exposure, with ARK Venture Fund (ARKVX) (3.8%) and Fundrise Innovation Fund (VCX) (20%) holding notable stakes in Anthropic.
On Stocktwits, the retail sentiment was ‘bullish’ for AGIX and ‘extremely bullish’ for DXYZ, VCX and ARKVX. The sentiment for Anthropic was ‘neutral.’
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