Anthropic (ANTHRO) CEO Dario Amodei talked about the disruptive AI technology, competition from Big Tech AI companies and potential IPO plans at the World Economic Forum in Davos, Switzerland.
“My view is the signature of this technology is it’s gonna take us to a world where we have very high GDP growth and potentially also very high unemployment and inequality,” said Amodei. “We’ve never had a technology that’s this disruptive. So the idea that we could have five or 10% GDP growth, but also, you know, 10% unemployment, it’s not logically inconsistent at all. It’s just never happened that way before.”
Amodei noted that in 2023 and 2024, there were concerns about AI risk and misuse, and in 2025 the political wind shifted to AI opportunity, but now again it is shifting back.
Competition
On competitive pressure, Amodei said that one of the good choices Anthropic made early was to be a company that is focused on enterprise rather than consumer.
On the company’s ability to compete against Alphabet (GOOG) (GOOGL) Google’s Gemini. Amodei said that “so, you know, the enterprise strategy, Google and OpenAI (OPENAI) are fighting it out in consumer, right? It is existential to both of them, existential to OpenAI because that’s their whole business, existential to Google because they have the search business and that’s what’s being disrupted by this, so they need to, you know, replace themselves and fight the disruption. So that’s always their first priority. And, you know, they seem much more focused on that than kind of operating in the enterprise.
“It’s been great to see what Gemini is capable of, you know, capable of in consumer. You know, I think they’re going about it a different way,” Amodei noted.
Potential IPO?
On Anthropic’s IPO plan, Amodei said that they do not know for sure what they are going to do and the company is more focused on keeping the revenue curve going, making the models better and selling the models.
“I’m not saying anything novel if I say that this is an industry with very high capital demands. And, you know, that there’s only so much at some point that the private markets can provide,” Amodei added.
Last week it was reported that Microsoft (MSFT) has become one of Anthropic’s (ANTHRO) top customers and was recently on track to spend about $500M a year for Anthropic AI to power Microsoft products.
In November 2025, Nvidia (NVDA) and Microsoft committed to invest up to $10B and up to $5B, respectively, in the Claude chatbot maker Anthropic — which is backed by Amazon (AMZN) and Google. Anthropic also said it has committed to spend $30B on Microsoft’s Azure compute capacity and to contract additional compute capacity up to one gigawatt.
Microsoft has invested over $13B in OpenAI, giving it nearly 27% stake in the ChatGPT maker.