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Please share how OpenAI is struggling in the private markets.
There is more supply than demand flat to OpenAI’s recent raise. That’s simply not the case for Anthropic, at last raise or at comparable valuations.
if it runs of out of cash - then it's bad for the whole industry.
same as OpenAI. so all players - will provide cash & compute to keep them going.
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Google does have a sort of temporary moat. They have a much better hardware supply line story than anyone else and the revenue to maintain that edge indefinitely.
If AI is commoditising, who is Bahrain and who are the Saudis?
It’s pretty wild how badly Altman siding with Hegseth has backfired. (And how competently Dario has played his hand.) I don’t think that’s the ultimate cause of the turnaround in fortunes. But it strikes me, at least from the investor and potentially urban-consumer perspectives, as a pivotal moment in both companies’ fortunes.
What backfired? Ant's recent rise has little to none to do with retail subscribers, it is Claude Code with Opus 4.5+, followed by their Mythos stunt I would say the flood of $20 Claude Subscribers due to news cycle backfired on them, now everyone is getting worse outputs and exposed their shortage on compute, which they can't fix anytime soon. Pretty much everyone I know has both cc and codex now, just because how un…
I think it was psychological to a degree. For many consumers OpenAI, or at least ChatGPT was AI. The controversy was enough for folks to be introduced to competitors in the AI space and suddenly OpenAI's success felt a lot less inevitable.
I agree with OP though that this won't actually be the cause of OpenAI's downfall, should it happen. But I still think it's an interesting inflection point.
They just announced their new chip, and they are the ones created transformers yet investing this amount in a competitor? I don’t know what to make of it
I wonder if Google regrets publishing that article on transformers.
"Attention Is All You Need" was a very very different thing and I also wonder if they are glad they published it. But I imagine if they hadn't, the motivation for researchers to leave Google would have been even larger.
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> it's apparently worth more than products Americans constantly buy and rely on for their main life What are you counting in this category?
There are countless examples, but let's say Ford. Worth $150 billion, $50 billion not counting debt. My neighbors just gave Ford $60k. It'll be a while until my neighbor gives Anthropic $60k.
And it may very well be bad news for OpenAI.