No. of Recommendations: 16
The real challenge for Anthropic or OpenAI is who will win at the end, the winner will likely take all.
The questions I have, as an investor.
Does AI become commoditized and freely available to all—like internet access and clean air?
And remember when we had to pay a substantial premium for that evolved next gen internet commodity ....we got “high speed internet”? High speed internet... became internet..zero cost premium.
Color TV became HDTV...which is now TV. And even that amazing product is 100% free, like air, via rabbit ears antenna.
When does even next generation agentic AI become as accessible as air? Many applications are ALREADY free and token prices are already dropping!
I truly get the consumer benefit. I think you’d have to be insane to think there’s anything even close to reasonable collective return to the $Trillions invested by Anthropic/OpenAI/Meta/Google.
My guess is that when you had up that tab —you get no net return.
And, like with the Internet, a most grateful consumer. If you want to “play AI” —buy a basket of stocks. They’re basically all “AI stocks”. They get the benefit without the cost.
