There is either no correlation or a negative correlation between product utility for price and Enterprise and Government purchasing decisions so OpenAI and Anthropic should do just fine.
They made very bad bets on scaling, which has cost ~10B scale in wasted capital allocation, but it is manageable. Their purchase commitments for future compute capacity are absurd nonsense, but all of that is just shtick for retail investors, and they will reshuffle the deck as needed to adjust.
They made very bad bets on scaling, which has cost ~10B scale in wasted capital allocation, but it is manageable. Their purchase commitments for future compute capacity are absurd nonsense, but all of that is just shtick for retail investors, and they will reshuffle the deck as needed to adjust.