OpenBusiness & Startups· Tier C · not scored· not scored
Chamath predicts Anthropic and OpenAI will face massive margin compression from high spending.
“I think that they're gonna have massive margin compression. I believe they're spending so much money that I think they're gonna get caught in a trap.”
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Our resolution criterion
disputableAnthropic or OpenAI reports gross margins declining by >20 percentage points year-over-year
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Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.