Managing Director at Madrona Venture Group, leads the annual IA40 list of top AI companies and invests in early-stage AI applications.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Anthropic's public debut will serve as a bellwether; if well-received, it will unlock public market access for other high-value AI companies on the IA40 list like Databricks and potentially OpenAI.