According to CoinMeta, Atreides Management, the managing partner of the investor, and CIO Gavin Baker stated that the recent surge in growth data from Anthropic is intended to build momentum for its roadshow. The annual recurring revenue of $65 billion (ARR) may just be the first step. They expect that as more computing power is brought online in July, August, and September, the company aims to present even higher growth figures when officially facing investors. Baker also predicts that OpenAI will soon follow suit by releasing the latest growth data to prove that it is regaining market share at a faster pace. Both companies have secretly submitted their listing documents, and Baker believes that they are likely to engage in a "data battle" before their IPO, focusing on revenue, user base, and market share.