I think a lot of discussion around the sucess or failure of Anthropic and OpenAI seems to hinge on their current uses, but people seem to have amnesia regarding the fact that Claude code wasn't even a thing until about 1 year ago. There are far wider markets these companies can tap on if they are well capitalized even as Chinese "actually open AI" commoditizes things.
There are moonshot projects related to superconductors, materials, and biology that these companies can claim progress on to keep valuations stratospheric.
There are moonshot projects related to superconductors, materials, and biology that these companies can claim progress on to keep valuations stratospheric.