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cmiles8yesterday at 10:24 PM3 repliesview on HN

The math doesn’t help Anthropic either but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked. That makes a huge difference when pitching an IPO.


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JumpCrisscrossyesterday at 10:42 PM

> but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked

What are you basing this on? Both are currently doing rounds/tenders that are placing without problems.

The media treats these two differently, as do financial influencers. But I'd be careful about conflating either of them with the market.

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wiiwwyesterday at 10:38 PM

Agree but Anthropic momentum is fading too.

Open source is starting to slowly become a source of frustration for frontier labs In the discussion around value for money.

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treistoday at 12:12 AM

ChatGPT is the 5th most visited website in the world and gets a ridiculous amount of user data. They're going to be an advertising powerhouse.

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