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I think the main point is that these two companies have been thought of as equals. Yet OpenAI has a 850B valuation while Anthropic has a 380B valuation. So that
by donkeyboy 6mo ago
I think the main point is that these two companies have been thought of as equals. Yet OpenAI has a 850B valuation while Anthropic has a 380B valuation. So that means either OAI is overvalued, or Anthropic is undervalued. If you believe they are roughly equal, then it makes sense to have demand for Anthropic.
- TheRoque 6mo agoYour logic is flawed, comparing them doesn't mean anything about their absolute valuation, they could be both overvalued or both undervalued too
- marcosdumay 6mo agoBut if you are going to put some money in one of those companies, you would pick the cheaper one that has more of a moat.
- rvz 6mo agoBoth are overvalued. It's just that people are rotating the musical chairs from OpenAI to Anthropic because the former is cheaper than the other. They (investors) will do this until there is no more upside left to extract.
- surgical_fire 6mo agoMaybe both are overvalued.