T. Rowe Price partner Emma Norchet says Anthropic is entering “act two” of its growth story, moving beyond its early success in coding toward becoming an AI layer through which businesses can execute entire workflows. With multi-billion-dollar positions in both Anthropic and OpenAI, Norchet explains why T. Rowe Price doesn’t see frontier AI as a winner-take-all market. Norchet discusses where she sees the next opportunities for Anthropic, and why public-market investors will have an appetite for leading AI companies when they choose to IPO. She joins Ed Ludlow on “Bloomberg Tech.”
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@gwt123
October 6, 2026 at 1:49 pm
Sorry….Grok (SpaceX) will be the winner……
@matt.stevick
October 6, 2026 at 7:05 pm
both will win. they have the best of the best in the universe. everyone that has been neck deep in this world since it was called machine learning a decade ago has improved at a rate and strength no one could have even reasonably imagined.