As I stated several months ago. Neither Dario or Musk like Sam so OAi is the casualty, they will get squeezed no matter what he does. OAi foundation model has the same leanings as the CEO, even if small amplifies over time/compute.
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Contrary to contraction similar to SaaSpocalypse, I'd say biotech risk is dropping quickly and multiples will expand. If bio/pharma redirect inhouse expert knowledge to resolve complex binding/efficacy trials on 1Mx sims/variants, drug dev will 1000x at frontier biolabs.
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Now you know why some these SV VC’s just can’t stop trying to take Anthropic down… cause they couldn’t get in during Seed-SeriesB; missed the most consequential startup of the last 30 years and the next 50. Plus on top, frontier labs gonna take all their old biz revs.
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Even when they try to do some good, peeps always gotta find a way to bitch. F - ridiculous. How much money have you given to the public @PalmerLuckey?
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All these guys missed the start of Ai exponentiall talking it back down so they can get in via FUD & FOMO. Never seen so many putting out the short story all at once… Chanos, Tudor, Burry, Dalio, All-in bros, etc.
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All the clowns at All-in podcast gonna hate this. You mean the open source gonna have to pay for compute? What’s gonna happen to those token prices?
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Like all the other VC’s caught on the wrong side of this trade or having totally missed it, trying to larp back in with FUD.
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And there is a reason it is 3 “$” and not one. No way that’s happening unless govt remaining CO’s hefty rates 50% and distribute fairly (lol).
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The issue is co’s will need to keep ppl employed bc someone has to buy their products. If mid-class disappears, co’s will collapse. So, ai will do the work, employers will continue to pay wages for self preserv. Unless you think govt will hand out $$$ to all middle class by 2030
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