Google went public in August 2004, and went up 100x from there. But it started at 23 Billion. Anthropic and Open AI are starting at 1 Trillion. The difference is not only the valuation, it's the fact that at least 4 players are competing neck and neck for LLMs. Bitcoin has no competition, and its
@dotkrueger·2026년 6월 3일·2개 출처
기사 읽기모든 출처
Google went public in August 2004, and went up 100x from there. But it started at 23 Billion. Anthropic and Open AI are starting at 1 Trillion. The difference is not only the valuation, it's the fact that at least 4 players are competing neck and neck for LLMs. Bitcoin has no competition, and its
@dotkrueger
2026년 6월 3일
Google went public in August 2004, and went up 100x from there. But it started at 23 Billion. Anthropic and Open AI are starting at 1 Trillion. The difference is not only the valuation, it's the fact that at least 4 players are competing neck and neck for LLMs. All of them are losing massive amo
@dotkrueger
2026년 6월 3일

