The entire global software industry is worth less than $1 trillion dollars. Or in other words smaller than the current valuation of just OpenAI + Anthropic.
Apple, Microsoft, Google are all worth 3-4x the global software industry just for some context.Is Microsoft 3x more important than OpenAI and Anthropic combined? Personally no. I think the value generated by OpenAI and Anthropic will surpass Microsoft.
Going off what I could find easily from Google + ChatGPT [1]:
But arguing about the details is kind of missing the point. Microsoft's value is also inflated by the AI bubble and can't be used as a point of reference.
[1] https://www.grandviewresearch.com/industry-analysis/software...