alt Hacker NewsI made a bet with a guy on HN that the market value of OpenAI + Anthropic would get to at least 2.5T by 2027. I think I'm on track to winning.
https://news.ycombinator.com/item?id=48517353
I also made a bet that API inference margins are greater than 10% for OpenAI and Anthropic
https://news.ycombinator.com/item?id=48500827
I can make another prediction about Agentic Commerce and I think it will get big. Muse + Grok Bot + Dots.
Replies
mrweasel • yesterday at 6:41 PM
You're very lucky that market value and actual value isn't the same thing.
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kridsdale1 • yesterday at 7:15 PM
But there is no market value pre ipo
mcphage • yesterday at 6:57 PM
> API inference margins are greater than 10% for OpenAI and Anthropic
How do you measure that?
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I love it! Kinda wholesome how that heated discussion ended with that bet.