Why Anthropic could be in trouble, OpenAI may be catching up & what they should do next (+ an apology!)
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Anyway.....to the episode....
In February, Anthropic's revenue run rate was $14bn.
By the end of July it was reported at more than $65bn, ahead of OpenAI.
It's now said to want a $2 trillion valuation at its IPO, but I think it could be in trouble (or at least starting to slow down).
Its growth is slowing fast, the price of its product keeps falling, and it has signed up for about $400bn of computing it can't cancel.
In this episode of In The Loop, I'm…
The skinny
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