Analysis: The end of Anthropic's lock-up period may trigger a chain reaction of corrections in the AI sector.

Copper Sky Ventures head Jack Selby warned that Anthropic's widely anticipated large-scale IPO could mark the peak of the AI investment boom and trigger a broader market correction once the initial lock-up period expires. Selby argued that if the most hyped AI company prices well below its expected valuation, the subsequent unlocking of insider shares could cascade through the sector, and he again challenged the notion of unlimited AI demand. He also said he would go "heavily long" on Chinese AI if conditions allow, noting that Anthropic cannot claim all its business must rely on U.S.-based models, leaving room for customers to arbitrage toward foreign alternatives. The takeaway for investors is that Anthropic's IPO pricing and post-lock-up selling will serve as a bellwether for AI-sector sentiment.