I'm an AI-bro, but I think the value of equity in OpenAI or Anthropic is likely zero. They've achieved incredible things with their models, but big-tech only ev

I'm an AI-bro, but I think the value of equity in OpenAI or Anthropic is likely zero. They've achieved incredible things with their models, but big-tech only ever seem to be a few months behind and have the economies of scale to make inference profitable. I think both will be acquired with valuations significantly below what was invested in them.