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Slowdown or no, OpenAI and Anthropic are like someone trying to sell billions of bottles of Perrier at £1,000 each.
Slowdown or no, OpenAI and Anthropic are like someone trying to sell billions of bottles of Perrier at £1,000 each. OpenAI and Anthropic are trying to sell us Perrier water at £1,000 a bottle in a wor
Slowdown or no, OpenAI and Anthropic are like someone trying to sell billions of bottles of Perrier at £1,000 each. OpenAI and Anthropic are trying to sell us Perrier water at £1,000 a bottle in a world that has just acquired ubiquitous and clean tap water. They may sell a few bottles, but that world has gone, I think. Their investors need to carry the hit. Me in today’s paper. Gift link in og…
Related
- One thing OpenAI and Anthropic definitely don’t want to be is … the next Juicero.
- Looks like OpenAI’s IPO will be delayed until 2027. • might be a sign that their finances don’t look compelling yet. • gives Anthropic time …
- Feels like a good time to resurface this one Mine and @jaswu_'s basic point: cheaper AI complicates the narrative for OpenAI and Anthropic w…
- So basically Anthropic’s estimated valuation went up half a trillion dollars in a couple weeks (then back down a bit) on hype. Small wonder …
- fascinating comments on possible slowdown – but probably a red herring. - Anthropic and OpenAI presumably aren’t colluding to slowdown, they…
Source: Gary Marcus (X) | 2026-09-13