post Gerstner calls $450B Anthropic 2027 exit run rate too aggressive, sees $250B as achievable base case
https://x.com/altcap/status/2089397992252178446
post Gerstner says frontier labs still capture roughly 90% of AI economics despite open source token share gains
https://x.com/altcap/status/2084332694255575131
post Gerstner says frontier labs still capture roughly 90% of AI economics despite open source token share gains
https://x.com/altcap/status/2084332694255575131
post Gerstner says Anthropic and OpenAI revenue scaling is 10x faster than Google and Meta at comparable scale
https://x.com/altcap/status/2087531768408572006
post Gerstner counters slowdown narrative, calling OpenAI and Anthropic the fastest growing companies at scale in history
https://x.com/altcap/status/2086105341826056273