The main point here > large gap between OpenAI’s $852-billion valuation and Anthropic’s $380 billion IIRC Anthropic's revenue is either roughly at parity with

The main point here > large gap between OpenAI’s $852-billion valuation and Anthropic’s $380 billion IIRC Anthropic's revenue is either roughly at parity with or larger than OpenAI's, and Anthropic is growing faster[1]. All indicators are that Anthropic should be worth more than OpenAI. Given that, one could reasonably expect the relative valuations to change a great deal. In any case, it's not clear why OpenAI would command such a price premium over Anthropic. 1 - OpenAI says they are doing $2B/mo run rate https://openai.com/index/accelerating-the-next-phase-ai/ https://openai.com/index/accelerating-the-next-phase-ai/ Anthropic's run rate increased from $12B to $19B in the period between February 12 and the end of the month. If the implied growth rates held through March, Anthropic may well be larger than OpenAI now.