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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.

    BA
    1 Source, 12h ago, first seen 12h ago

    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.

    Combined views

    10.2K

    1 Source, first seen 12h ago

    Combined views

    10.2K

    1 Source, first seen 12h ago

    123 likes
    123 likes
    6 comments
    23 saves
    2 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

    Featured Source
    6 comments
    23 saves
    2 reposts

    Sentiment

    Positive——Negative

    Summary

    Not enough discussion yet.

    No sentiment analysis available yet.

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    1 Source

    @bayeslordThe bear case for Anthropic and OpenAI is - Anthropic becomes a multitrillion dollar enterprise automation + pharma company - OpenAI becomes a multitrillion dollar cloud + generational consumer AI/products company Much more is possible and even likely but I’d be surprised if we didn’t get at least something along the lines of the above

    1 Source

    @bayeslordThe bear case for Anthropic and OpenAI is - Anthropic becomes a multitrillion dollar enterprise automation + pharma company - OpenAI becomes a multitrillion dollar cloud + generational consumer AI/products company Much more is possible and even likely but I’d be surprised if we didn’t get at least something along the lines of the above