Well it probably doesn't help that Dario is going around on podcasts saying things like "frontier labs need $1T of revenue or they will go bankrupt" lol.
If AI was around in the early 2000s Countrywide.ai would have been a thing.
Considering how much they spend on sales, marketing and R&D that doesn't sound that absurd
So depending on how literally we interpret Darios comment, OpenAI & Anthropic need to get to Apple+Google+Meta revenue numbers in like single digit years?