Anthropic has begun to promote its shares to investors. In the last segment of the roadshow video, CEO Dario Amodei said a very important word.
What he meant was roughly: Cancer, Alzheimer's disease, heart disease, mental illness, I think will be a thing of the past in less than ten years. If AI does this right, humanity will enter an "age of miracles" and solve problems that have plagued it for thousands of years.
This statement is familiar to those who are familiar with him. He has previously mentioned the "compressed 21st century": With the collaboration of AI and top scientists, the speed of medical progress may increase tenfold, and the road that originally took an entire century will be completed in five to ten years. He also said that AI has the potential to help humans find treatments for most cancers, prevent Alzheimer's disease, and even double life span.
The difference lies in the occasion. It used to be interviews and long articles, but this time it was written into IPO road show materials. As currently scheduled, shares are expected to price on Nov. 18 in a range of $70 to $78 per share, with the stock listing on Nasdaq the next day under the symbol ANT.
There is nothing wrong with talking about the vision in road shows, and all companies do this. But "within ten years" is a time point that can be tested. It normally takes more than ten years for a new drug to go from target discovery to approval. The slowest link is clinical trials. The space for AI to accelerate this part is much smaller than the laboratory stage.
He also gave another judgment in the video: Only companies that can handle AI risks well will gain the "operating license" trusted by society. This sentence is more for investors than curing cancer. Anthropic has always relied on the "safety" brand to distance itself from its peers.
The vision can be listened to first. What really matters is the numbers it delivers each quarter after it goes public.