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Bing Gordon explains why his IPOs plunged 70% before rebounding, prefers conservative pricing for Anthropic, what’s delaying GTA 6, and the one AI innovation he still wants for game characters.
Editorial companion
Bing Gordon, co-founder of Electronic Arts and a longtime board member at major tech and gaming firms, says every company he helped take public dropped more than 70 percent in the two years after its IPO and later recovered, and he uses that pattern to argue Anthropic should avoid pricing for perfection. He also gives a direct, behind-the-scenes account of what is delaying Grand Theft Auto VI and names one concrete way he still wants artificial intelligence to improve nonplayer characters. The clip is notable for a board-level perspective on IPO pricing and product-development trade-offs.
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