OPENAI directional thesis
The maker of ChatGPT is reaching escape velocity, accelerating in enterprise and coding while billions of eyeballs on the consumer side could turn into paying assistants.
“what was scary for OpenAI and Anthropic fighting these big companies like Google was they had these huge cash cows and to both of the management teams, credit at OpenAI and Anthropic, they were able to work in these super capital-intensive industries and find ways to raise capital.”37:23claim_id
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