Anthropic's Claude Mythos might be the best overall AI model for cybersecurity but cheaper models can attain similar results, research shows
Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon
"We receive daily offers from the ridiculous to the sublime," Bradley Horowitz, a general partner at an early investor in both Anthropic and OpenAI, told Business Insider. "I barely open those emails because we're not interested. We are playing a long game."
Interestingly, this surge may be more about Anthropic than about AI fever in general, as secondary market sentiment appears to have shifted away from OpenAI, despite its larger scale and an estimated valuation of around $850 billion from recent funding rounds. Traders report comparatively muted demand for OpenAI shares, with some bids coming in below its last primary valuation.
Perhaps the contrast in demand stems from the difference in the companies' actual valuation – OpenAI's secondary valuation of $880 billion is just $30 billion less than the actual $850 billion valuation. Meanwhile, Anthropic has a $1 trillion secondary market valuation compared to a $380 billion actual valuation, possibly signaling more room for growth and driving speculative trading.
Perhaps it stems from Anthropic's rapid growth, particularly around its Claude AI products, which have positioned the company as a leading contender in the generative AI race.
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Etiido Uko is an engineer and technical writer with over nine years of experience in documentation and reporting. He is deeply passionate about all things gadgets, technology, and engineering. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-22/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Etiido Uko Social Links Navigation News Contributor Etiido Uko is an engineer and technical writer with over nine years of experience in documentation and reporting. He is deeply passionate about all things gadgets, technology, and engineering.
Notton IMO, the difference between the two is OpenAI decided to cozy up to incompetent leadership, while Anthropic distanced themselves from it. I am, of course, talking about the "supply chain risk" dispute, and how it was a boon to Anthropic's public image, and a massive L to OpenAI. Other factors… Claude bot getting a lot of attention recently, while chatGPT hasn't been hitting the headlines as often. OpenAI pausing or cancelling many of their Oracle built data centers due to financing issues. As in, the company is getting negative news coverage, and it's not inspiring any confidence. Reply
ekio When real profits will be demanded, plllllooooop! It’s so stupid to value a company with no profit that high. Reply
logainofhades The AI bubble can't burst soon enough. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/anthropic-surpasses-biggest-rival-openai-in-secondary-market-valuation-surges-to-usd1-trillion-amid-frantic-investor-interest#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.