OpenBusiness & Startups· Tier C · not scored· not scored
Chamath predicts open source competition will derail Anthropic and OpenAI IPOs.
“I believe that this is going to derail their IPOs. I'm taking it from the top. It's gonna derail their IPOs.”
→ Read the source episode
Our resolution criterion
disputableAnthropic or OpenAI cancels, delays, or significantly reduces IPO valuation expectations due to open source competition
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Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.