Brad Gerstner: Anthropic will IPO; public markets can price AI risk like SpaceX

Altimeter’s Brad Gerstner quote-posts Deirdre Bosa’s argument that OpenAI and Anthropic’s “commercial pressure makes AI move too fast” narrative makes going public harder. Gerstner disagrees: he expects Anthropic to IPO, says markets know how to price risk (citing SpaceX), sees huge appetite for AI leaders, and argues more transparency, scrutiny, accountability, and participation would be beneficial.