An early investor in Anthropic, Anjney Midha, criticizes traditional venture capital firms for missing the AI boom, arguing that some VC strategies failed investors as frontier AI accelerates. Midha says he is still buying Anthropic, despite the broader criticism, and frames the company’s trajectory as aligned with the next phase of public-market demand for advanced AI.
Bloomberg also connects the discussion to wider market focus on AI investment and financing. In separate coverage, the outlet highlights ongoing momentum across the sector, including expectations around large corporate debt activity by Broadcom ahead of Nvidia-related milestones and continued investor interest in major AI-related exits. Bloomberg further reports that Anthropic is viewed as potentially moving toward a record-setting initial public offering. The outlets’ angles differ mainly in emphasis—one spotlights Midha’s critique of VC behavior and his view of frontier AI’s prospects, while the other places the remarks within broader AI market and capital-market developments.
Across the reports, the common throughline is that investor sentiment around Anthropic and frontier AI remains strong, even as Midha challenges how traditional VC firms positioned for the sector’s rapid rise.
