4MINDS CEO Ryan Trimberger doesn't see any slowdown in AI demand and believes we're still in the "first inning" of the AI buildout. He points to Meta Platforms' (META) Muse AI agent as a sign CapEx is beginning to offer ROI opportunities. For incoming IPOs like Anthropic, he says the company's "long-term opportunity is definitely there," though he says it needs to show a clearer profit roadmap.