Why We Invest in AI Companies From Roth IRAs

Why we invest in Anthropic from Roth IRAs

The company has gone from roughly:

$1B → $14B revenue run rate in ~14 months.

Possibly the fastest revenue ramp in software history.

Companies are embedding it into:

coding
legal workflows
data analysis
customer support
internal automation

Some reports suggest a single month of Anthropic revenue recently exceeded the annual revenue of entire large software companies like Snowflake and Databricks.

That kind of explosive growth is something that is never seen in public markets

By broadening the opportunity set and accessing private companies like Anthropic, we can build more diversified portfolios with exposure to hundreds of companies that are still private.

And the best part about doing it out of a Roth IRA is that all of that upside is tax-free!

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Why We Invest in AI Companies From Roth IRAs

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