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Message: <blockquote data-quote="Yeezus" data-source="post: 31533876" data-attributes="member: 587230">Anthropic ARR is around $70B OpenAI ARR is around $40B Some speculates Anthropic IPO will be more than $3T valuation in the end of this year - It's the fastest growing tech company history have ever recorded. Every time a Chinese Models being released on par with Anthropic models - it's valuation drops & that's the exact reason Dario fear mongering government to get a band for them There is ... Nearly 80% of this AI chip market is owned by NVIDIA. I call it a monopoly <img class="smilie smilie--emoji" loading="lazy" alt="👀" title="Eyes    :eyes:" src="https://cdn.jsdelivr.net/joypixels/assets/6.6/png/unicode/64/1f440.png" data-shortname=":eyes:" /> Exactly... It's easier to say open-source than weights that's why I referred that term. [MEDIA=twitter]2080306486375575629[/MEDIA]They are behind the frontier; Anthropic openAI were the early birds but they are catching up fast dude, Gemini 4 or 3.5 pro will be on par with frontier models ( hopefully ) They are winning the long term game. That plunge in Free Cash Flow is exact indicator of that - cuz their CapEx is doubling down.Thread '<img class="smilie smilie--emoji" loading="lazy" alt="🚀" title="Rocket    :rocket:" src="https://cdn.jsdelivr.net/joypixels/assets/6.6/png/unicode/64/1f680.png" data-shortname=":rocket:" /><img class="smilie smilie--emoji" loading="lazy" alt="🤖" title="Robot    :robot:" src="https://cdn.jsdelivr.net/joypixels/assets/6.6/png/unicode/64/1f916.png" data-shortname=":robot:" /> AI Bubble එකක් ද ? <img class="smilie smilie--emoji" loading="lazy" alt="🤖" title="Robot    :robot:" src="https://cdn.jsdelivr.net/joypixels/assets/6.6/png/unicode/64/1f916.png" data-shortname=":robot:" /><img class="smilie smilie--emoji" loading="lazy" alt="🚀" title="Rocket    :rocket:" src="https://cdn.jsdelivr.net/joypixels/assets/6.6/png/unicode/64/1f680.png" data-shortname=":rocket:" />' <a href="https://elakiri.com/threads/%F0%9F%9A%80%F0%9F%A4%96-ai-bubble-%E0%B6%91%E0%B6%9A%E0%B6%9A%E0%B7%8A-%E0%B6%AF-%F0%9F%A4%96%F0%9F%9A%80.2257837/" target="_blank">https://elakiri.com/threads/🚀🤖-ai-bubble-එකක්-ද-🤖🚀.2257837/</a></blockquote>

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