“I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company.”
In the week OpenAI missed both user and revenue targets, Chamath stakes the contrarian case that the misses are a power/compute-supply problem, not a demand problem, and OpenAI's valuation is headed to the trillions from its ~$600B secondary mark.
“I think they're going to be fine. I think this is a multi-trillion dollar company. I think Anthropic is a multi-trillion dollar company.”
On Hyperliquid the ANTHROPIC perp prices the implied private valuation in billions, so a long is the direct way to express Chamath's call that Anthropic ends up worth multiple trillions. He says it in the same breath as his identical OpenAI call, which was posted as vntl:OPENAI, so the parallel stake routes to the same synthetic-valuation contract.
“Who will this benefit? It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft and Google.”
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“And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.”
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“And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.”
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