Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
“The resolution of this trillion dollar bet will happen before EOY 2026. Stakes are enormous on the outcome. Path1: Markets price the Ant IPO and public valuation answers this question. Path2: Harness + Open Model math becomes more precise and well known. It shows material https://t.co/2SgB4KY43S”
post Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
https://x.com/chamath/status/2083854613040533569
post Palihapitiya says trillion-dollar question whether OpenAI-Anthropic duopoly holds resolves by end of 2026
https://x.com/chamath/status/2083854613040533569
post Palihapitiya heard SALP's Anthropic position went unsold and questions why no one reports on valuation concerns
https://x.com/chamath/status/2083177478042837483
post Palihapitiya heard SALP's Anthropic position went unsold and questions why no one reports on valuation concerns
https://x.com/chamath/status/2083177478042837483
https://x.com/chamath/status/2083091004974870875
post Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
https://x.com/chamath/status/2082020525711200402
post Palihapitiya accuses Anthropic of shipping tokenmax with Opus 5, optimized for ARR instead of performance
https://x.com/chamath/status/2082020525711200402
post Palihapitiya confirms Claude wrapped in Software Factory is 1.4x cheaper and 1.5x faster, open models 16.4x cheaper
https://x.com/chamath/status/2083811470253367459
post Palihapitiya highlights Anthropic spending millions via Politico to warn about technology it builds
https://x.com/chamath/status/2091127616455737436
post Palihapitiya highlights Anthropic spending millions via Politico to warn about technology it builds
https://x.com/chamath/status/2091127616455737436