OpenAI/Anthropic are being valued at 25/50% of Alphabet respectively in secondary markets.
Maybe everybody is wrong about how valuable these companies will be, but atm it looks very dumb to not be competitive in coding.
Maybe everybody is wrong about how valuable these companies will be, but atm it looks very dumb to not be competitive in coding.
Occam's Razor is overwhelmingly that they just don't have the organisational capability to capture this market. If they did then they absolutely would have.
If OpenAI or Anthropic go away tomorrow, people find a new model and move on. If Google goes away tomorrow, people’s lives would be severely disrupted, and in the case of Gmail / Drive / auth access, even temporarily collapse.