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>"live up to their valuations" IDK, I won't pretend to know the difference between $61.5B and $123B, we can safely assume both will have a similar value, OpenA
by TZubiri 2y ago
>"live up to their valuations"
IDK, I won't pretend to know the difference between $61.5B and $123B, we can safely assume both will have a similar value, OpenAI as first mover, and Anthropic like a Pepsi.
>What's the scenario where both Anthropic and OpenAI both live
Pretty much all of them, their risk of failure is pretty much independent. You said software usually has near monopolies, which I agree, there's usually 3 or 4 or 10 big entities. To my estimation because of the need for competition and market segmentation. So the survival of one only conditions the other as a dependent event in the order of 1/10.