The math doesn’t help Anthropic either but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked. That makes a huge difference when pitching an IPO.
What are you basing this on? Both are currently doing rounds/tenders that are placing without problems.
The media treats these two differently, as do financial influencers. But I'd be careful about conflating either of them with the market.
The finance market and the market for these products are two different things. Anthropic has definitely been stealing market share to OpenAI in the past few month on many segments (be it enterprise or even consumers).
Can you give an example that shows funds actually souring on OpenAI? (Like, not less enthusiastic than before. Actually souring. Selling.)
Open source is starting to slowly become a source of frustration for frontier labs In the discussion around value for money.
It’s such a fast paced and competitive industry, anyone who takes even a short break is going to have a hard time coming back from it, and that’s basically what they’ve done.
Otherwise people try other cheaper models, and they find out those models work perfectly for what they need.
Go ahead and incorporate that in those 3 variables... lets see what you know before I bother replying.
I only use free Gemini Pro to plan then scrape the log in Google Drive into local Qwen/Gemma+pi set up
I can plan and architect with Gemini on my phone or wherever and a cron job + custom JSON parser at home updates context in local model setup
Ironic, considering that they got their ball rolling by taking from Open Source with neither credit nor attribution.
How can you tell that? "The Market" at the moment is the private investor market and, to my (admittedly untrained) eye, those two companies are being treated exactly the same when they raise.
It will draw a non-zero number just curious people who never use ChatGPT.
And bots are exfiltrating model knowledge for the benefit of competition.
Reddit has been one of the world's top websites for over a decade, yet they are totally irrelevant in terms of ad product market share.
ChatGPT ads are low quality placed at the bottom barely noticed.
ChatGPT ads will get better. Meta's social userbase is drying up. Google keeps introducing and removing things from chrome to keep access to spy on you for them alone. We'll see how things pan out but in ten more years reddit ads will still be worthless.