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Anthropic better at turning whatever it is they have into higher revenue than OpenAI

At the end of the day that’s all that matters

I would call this an “emotional fact”. Also, if you really believed this, you put every dollar you had into an anthropic IPO. I don’t think you will.

It's not a binary decision. I wouldn't put my money into either at these valuations.

Yeah that might be the best choice.

Not sure though. My best guesses about what'll happen to Anthropic have enormous error bars...

You can believe than anthropic is a better investment (“worth more”) than OpenAI while still thinking they’re both overvalued (or will underperform other investments).

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