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OpenAI/Anthropic are being valued at 25/50% of Alphabet respectively in secondary markets. Maybe everybody is wrong about how valuable these companies will be,
by Eridrus 17d ago
OpenAI/Anthropic are being valued at 25/50% of Alphabet respectively in secondary markets.
Maybe everybody is wrong about how valuable these companies will be, but atm it looks very dumb to not be competitive in coding.
- dansquizsoft 16d agoGoogle is not being dumb or making some 4D strategic move by not going after coding capabilities. Occam's Razor is overwhelmingly that they just don't have the organisational capability to capture this market. If they did then they absolutely would have.
- plaidfuji 16d agoOccam’s Razor could also simply be that OpenAI and Anthropic are massively overvalued. If OpenAI or Anthropic go away tomorrow, people find a new model and move on. If Google goes away tomorrow, people’s lives would be severely disrupted, and in the case of Gmail / Drive / auth access, even temporarily collapse.
- dansquizsoft 16d agoNot sure what any of your reply here, whilst true, has to do with my original comment.
- Eridrus 15d agoOh, for sure. I think this is definitely failure to execute and not a strategic choice. Their "acquisition" of Windsurf was a clear desire to be in this market.