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> Their valuation is in the same order of magnitude as OpenAI, but they have orders of magnitude fewer users.

it's an open question how many of OpenAI's users are monetizable.

There's an argument to be made that your brand being what the general public identifies with AI is a medium term liability in light of the vast capital and operating costs involved.

It may well be that Anthropic focusing on an order of magnitudes smaller, but immediately monetiazable market will play out better.





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