Aug. 26 at 1:48 PM
$GOOGL my thesis keeps getting confirmed.
OpenAI and Anthropic will be dead this timr in the Enterprise space by this time next year.
Stay away from the Anthropic IPO.
Why would any business use any chatgpt or Claude and pay for that?
When theu can utilize local models and cloud compute, or utilize provided or tuned open weight models that are already vertically integrated across the entirety of their already utilized software?
(M365, g-suite, cloud platform, azure, aws, etc.)
$SPY $MSFT $AMZN
https://stocktwits.com/news-articles/markets/equity/msft-amzn-googl-in-revenue-sharing-talks-with-china-moonshot-ai-over-kimi-k3-model/cZYNuzsRJYl