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A multitrillion-dollar ‘bear case’ for Anthropic and OpenAI
A user imagines Anthropic becoming an enterprise automation and pharma company, and OpenAI a cloud and consumer AI/products company — both worth multiple trillions of dollars.
TLDR
One user calls it a ‘bear case’ if Anthropic becomes a multitrillion-dollar enterprise automation and pharma company while OpenAI becomes a multitrillion-dollar cloud and ‘generational consumer AI/products’ company. They say more is possible, even likely, but would be surprised not to see at least something along those lines.
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