Linked trade ideas span 19 sources.
Bullish: OpenAI and Anthropic positioned as major beneficiaries of AI application layer adoption, with potential IPOs ahead. Bearish: OpenAI's valuation appears bubble-like with massive revenue performance obligations they cannot honor given current revenue levels.
“It's gonna be a bubble when we get to the other side of this, which is probably gonna be when OpenAI and Anthropic are public companies”
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