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Gavin Baker, CIO at Atreides Management, points to a Financial Times mention valuing Anthropic at $3 trillion. He remarks that public markets often have difficulty accurately valuing companies experiencing extremely high growth.
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Baker has previously highlighted Blackstone's growing commitment to AI financing ahead of an Austin summit, noting the firm's leading role in the sector here. In an earlier analysis, he suggested that memory long-term agreements may prove durable and indicated Nvidia could expand its cloud revenue here. These comments provide further context for Baker's ongoing focus on high-growth technology firms.