> Their valuation is in the same order of magnitude as OpenAI, but they have orders of magnitude fewer users.
it's an open question how many of OpenAI's users are monetizable.
There's an argument to be made that your brand being what the general public identifies with AI is a medium term liability in light of the vast capital and operating costs involved.
It may well be that Anthropic focusing on an order of magnitudes smaller, but immediately monetiazable market will play out better.
I wouldn't count on it being immediately monetizable. At least not to the point where training foundation models becomes fundamentally profitable. And from what we're seeing right now, you have to do that or you will get left behind fast. But with a billion active users, you are approaching Facebook levels of market penetration and thereby advertising-potential. So in the mid to long term, this is certainly more valuable.
it's an open question how many of OpenAI's users are monetizable.
There's an argument to be made that your brand being what the general public identifies with AI is a medium term liability in light of the vast capital and operating costs involved.
It may well be that Anthropic focusing on an order of magnitudes smaller, but immediately monetiazable market will play out better.