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Storm Duncan

Founder & Managing Partner of Ignatious, a top 5 tech M&A advisory firm; veteran Silicon Valley investment banker with 50+ years of experience.

Jun 2, 2026

2:49
Um, why Anthropic and not, say, OpenAI?
2:54
You know, we, we always have to have our own bets on which companies we think are gonna succeed more so.
3:00
I, my company, Ignatius, is, operates in the AI space.
3:04
Uh, we do M&A advisory for AI companies.
3:07
And we also put in a full stack AI system, uh, around our, our workflows and our processes.
3:12
And we used Claude.
3:13
And the amount of savings and the quality of the product was next level.
AndrewHOST
3:41
"... uh, $11 million cash right now," you're saying no?
20:55
Um, why Anthropic and not, say, OpenAI?
21:01
You know, we, we always have to have our own bets on which companies we think are gonna succeed more so.
21:06
I, my company, Ignatius, is, operates in the AI space.
21:10
Uh, we do M&A advisory for AI companies, and we also put in a full stack AI system, uh, around our, our workflows and our processes, and we used Claude, and the amount of savings and the quality of the product was next level.
21:25
Uh, it, it's, it's just hard to imagine that they don't win at the enterprise level, or at least aren't one of the key winners.
21:30
So I, I made a biased bet on Anthropic relative to my experience with both the management team, who I know and respect, and the work, um, flow that we got out of it.
21:48
[laughs] "... uh, $11 million cash right now," you're saying no?
21:55
Um, no, I wouldn't say no for the cash, 'cause, you know, I, I still have access to Anthropic shares.

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