Bloomberg Technology

How the OpenAI, Anthropic IPOs Could Lift the Veil on AI Economics

VistaShares portfolio manager and DVX Ventures principal David Fetherstonhaugh says investors are increasingly looking for proof that massive AI spending is generating returns. He discusses why private companies like OpenAI and Anthropic leave a key part of the AI economy opaque and how their eventual IPOs could bring greater transparency to the ecosystem. He joins…

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VistaShares portfolio manager and DVX Ventures principal David Fetherstonhaugh says investors are increasingly looking for proof that massive AI spending is generating returns. He discusses why private companies like OpenAI and Anthropic leave a key part of the AI economy opaque and how their eventual IPOs could bring greater transparency to the ecosystem. He joins Ed Ludlow on “Bloomberg Tech.”
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5 Comments

  1. @Temptit

    October 12, 2026 at 4:12 pm

    Man this guy is really good at absolutely saying nothing. 4:19

    • @mto6420

      October 12, 2026 at 8:08 pm

      Dude, you just don’t get it. It’s all about the layers. Also, there’s a flywheel that does something that’s really important.

  2. @linkbrockman1010

    October 12, 2026 at 6:25 pm

    Look at all the latest business analytics surveys…ceos are not seeing any measurable productivity gains or ROI from using Ai….you can’t expect a company to pay a fortune to automate workflow or a few tasks that don’t event make money for the company ….at least with internet it allowed every business on earth to increase their sales and commerce directly with little cost all on fiber in the ground….Ai tales massive infrastructure massive energy massive maintenance and operation cost all to automate workflow that doesn’t sell anything…doesn’t increase exposure…

  3. @linkbrockman1010

    October 12, 2026 at 6:27 pm

    I deal with tons of business owners here in Florida and none of them are using Ai to run their business….nine .the ones that use software say it does exactly what they want

  4. @linkbrockman1010

    October 12, 2026 at 6:29 pm

    I’ll give you an example of one of the business I deal with that doesn’t use Ai…my dentist…he tiold me ..if I’m still here doing the work why would I pay for an Ai exray machine to tell me what I already see from look ing at the exray …why would I pay for that …

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