AI Price Umbrellas Getting Larger — Anthropic, OpenAI & the Open-Source Squeeze | ARD #114
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AI Price Umbrellas Getting Larger — Anthropic, OpenAI & the Open-Source Squeeze | ARD #114
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Today's theme: AI price umbrellas getting larger. Anthropic, OpenAI and others are pressing their price advantage ahead of their mega-AI IPOs — all gated by massively expensive compute. Which leaves Jeff Bezos's mantra, 'your margin is my opportunity,' waiting to be activated globally, especially by open-source AI from China.
Watch the video: https://youtu.be/i9tslJQYZRQ
Read AI: Reset to Zero, free: https://michaelparekh.substack.com
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