2 ms·

So what happens to their $1T valuations now, given they can't sell the product to consumers, and open-weight models are closing in on competition?

• DrProtic 3mo ago
  I have a feeling that’s the same question Whitehouse asked Anthropic and OpenAI.
• dgellow 3mo ago
  Ask SpaceX. There is no rational for those valuations, it’s pure FOMO
• cogman10 3mo ago
  Yeah, it seems like this makes a massive cut into their possible revenue.