AI, Gold and Canada’s ‘Lost Status’ at Sohn Montreal
Summary
This article reports on the Sohn Montreal investment conference, where hedge fund managers pitched ideas across AI, biotech, and gold mining. Whale Rock Capital highlighted Anthropic’s rapid user growth and argued that enterprise AI adoption is still early. Another presenter pointed to French biotech company Abivax as a potential M&A target amid heightened deal interest in biotech. The piece also discusses broader market views on private credit, Canada’s investment climate, and a few non-software investment themes.
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AI Software
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Anthropic
$10M to $25M