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·3 de jun. de 2026·2 fontes
Ler artigoTodas as fontes
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
3 de jun. de 2026
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
3 de jun. de 2026

