including the option to acquire Anthropic.
They're worth $1 trillion in private market. If they IPO today, I'm willing to bet my house that the hype will drive them to $2 trillion market cap or 50% of Google's marketcap.
OpenAI and Anthropic will be the biggest IPOs ever - bigger than SpaceX. That's my prediction.
> including the option to acquire Anthropic.
replyI have feeling that Dario is not the type of man who would want to be acquired and then have Google's CEO telling him what to do.
That boat has sailed off. Not even Google has the cash to buy a company valued at almost a trillion dollars.
replyMaybe, I think there is a lot of uncertainty about valuations of AI labs in the near to medium future.
replyOpenAI crashing would be good news and bad news for Anthropic investors.
Valued at a trillion by basically, no one who would actually invest anywhere close to that
replyBring them to public market and I’d bet my house it will shoot up to $2t on first day.
replyYou don't have to buy companies with cash.
replyIt'd be funny if Google offered 750m in stock + cash just to see what happened... :D
replyThe drama on HN alone would last for days. Twitter would implode in on itself.
That’d be a bargain for Anthropic. They’re growing 10x each year and could reach $100b+ in revenue by end of 2026.
replyOpenAI was created to counter the threat of Google controlling a possible AGI. What if we still end up in the same state in the end? Both Anthropic and OpenAI have abandoned any pretense of altruism at this point and find themselves overwhelmed bythe forces of capitalism.
replyFind themselves overwhelmed by?
replyThey are the forces of capitalism embodied.
"All that is solid melts into air"
This makes 19th century mechanization look like the paleolithic, but it's the same fundamental force.