By David Moadel
Publication Date: 2026-05-27 16:02:00
Quick Read
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Gavin Baker, founder of Atreides Management, argues that Anthropic will eventually surpass NVIDIA (NVDA) as the world’s most valuable company based on frontier AI model dominance.
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Anthropic’s Claude could eventually displace NVIDIA as the world’s most valuable company, depending on whether enterprise AI spending shifts from the compute layer to model intelligence over the next several years.
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The biggest IPO conversation right now centers on SpaceX’s reported June 12 listing. Gavin Baker, founder and Chief Investment Officer of Atreides Management, thinks investors are watching the wrong name.
On a recent episode of the Invest Like the Best YouTube channel, Baker argued that Anthropic, the private AI lab behind Claude, has a more dynamic trajectory than SpaceX and is the most credible long-term candidate to eventually surpass NVIDIA (NASDAQ:NVDA) as the world’s most valuable company. Baker’s thesis hinges on where AI economics ultimately concentrate.
That’s a striking claim. NVIDIA currently sits at a market capitalization of $5.2 trillion, with the stock up 55% over the past year. Baker’s case rests on where AI value ultimately accrues and how fast Anthropic is compounding.
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