Comment Comment by bel8 Both AirBnB and DropBox had a pre-IPO valuation that could 10x and still look possible.That's not the case with Anthropic unless you assume it becomes the single AI provider world-wide.You're betting against local models, against all Chinese labs, against OpenAI, against Meta's recent SoTA model and against xAI. Doesn't make sense. parent bel8 5 days ago
That's not the case with Anthropic unless you assume it becomes the single AI provider world-wide.
You're betting against local models, against all Chinese labs, against OpenAI, against Meta's recent SoTA model and against xAI. Doesn't make sense.