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Chamath Palihapitiya Has Bad News for Anthropic, OpenAI: Large Valuations Could Be 'Mathematical Mistake'
Chamath Palihapitiya warns the AI model layer is rapidly commoditizing. Dive into the Polymarket odds for the OpenAI and Anthropic IPO road shows.
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thenextweb.com
Thrift-maxxing puts OpenAI and Anthropic IPOs at risk
A million AI words costs $50 from Anthropic and 87 cents from DeepSeek. US firms are mixing in Chinese models, and the labs' IPO valuations are exposed.
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zerohedge.com
Chamath Warns A Government Ban On Open-Source AI Would Tank The Market And Crater Anthropic And OpenAI
"This incredibly important input into your cost model is now orders of magnitude, multiples greater than your competitors that are outside the United States..."
