Investor warns Anthropic's stock debut could mark an AI market peak

A venture investor is warning that Anthropic's coming stock market debut could mark the top of the AI boom. Jack Selby, who runs the venture firm Copper Sky, says the company's blockbuster initial public offering carries that risk. He also sees a second danger that could set off a chain of falling prices across AI stocks.

What he is worried about

An initial public offering, or IPO, is when a private company first sells shares to the public. Selby's concern is the lockup. A lockup is a set period after an IPO when early holders, such as founders and early investors, cannot sell their shares. When it ends, a wave of selling can follow. Selby says that moment could trigger a cascading correction, meaning a drop that spreads from one stock to the next.

Who it affects

Anyone who owns AI-heavy funds or tech stocks could feel a sharp swing in AI shares. That includes people who hold them through a retirement plan without picking individual stocks.

What is not known yet

The material available does not say when Anthropic will list, what price it will seek, or how long the lockup will last. It also does not say how likely Selby thinks a correction is. This is one investor's view, not a forecast of what will happen.

What to do

• Check how much of your retirement plan or fund is tied to AI and tech.
• Remember that one investor's warning is not a prediction.
• Watch for the lockup details once they are announced.