According to CoinMeta, analyst Jack Selby stated that the much-anticipated large-scale IPO could mark the peak of a AI investment boom. Once the initial lock-up period ends, it may trigger a chain reaction of market corrections. He pointed out that if the performance of Anthropic's IPO is poor, it could become a key factor in future large-scale market corrections. Selby questioned the view that "there is unlimited demand for AI" and said that if conditions permit, he would "go long on Chinese AI on a large scale," because Anthropic cannot claim that all its operations must rely on the American model, leaving room for arbitrage as customers switch to models from other countries.