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Foundation Model Valuations Near $1 Trillion But History Says Infrastructure Builders Rarely Win
Anthropic and OpenAI are racing toward trillion-dollar valuations as foundation model funding absorbs 14% of global venture capital. The question is whether foundation labs have built enough application-layer lock-in to avoid the structural fate of the optical networking giants they most resemble.
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forbes.com
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Foundation Model Valuations Near $1 Trillion But History Says Infrastructure Builders Rarely Win
Anthropic and OpenAI are racing toward trillion-dollar valuations as foundation model funding absorbs 14% of global venture capital. The question is whether foundation labs have…
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OpenAI, Anthropic And The $1 Trillion Question: Who Really Wins From AI?
OpenAI and Anthropic are approaching trillion-dollar valuations, but history suggests the biggest rewards may go to the companies building on top of them.