Dario Amadei

If we all work at it, then within the next decade, the metaverse will reach a billion people, host hundreds of billions of dollars of digital commerce, and support jobs for millions of creators and developers.

You certainly ask interesting questions.

A really modest amount here.

I mean, look, it is an order of magnitude different than the $1.4 trillion that OpenAI is committing.

And while Dario did not say OpenAI by name, it was hard not to feel that that was the target of his criticism.

I think the point that he was trying to make at a higher level was every AI company right now is taking on a certain amount of risk and embracing a certain amount of uncertainty.

They're trying to anticipate what their data center infrastructure needs might be two, three, four years down the road based on what they're seeing today, because it takes a long time to build this stuff.

Dario is claiming we are making a measured, though still costly, bet at $50, $60 billion.

Other firms are just going off the rails and spending a trillion dollars or more committing to do so.

There's a real problem there.

I think his emphasis was a bit more on they are not necessarily trying to be the mass market consumer focused company in the way that OpenAI is, which also relates to OpenAI's current anxiety about Google's ascendance.

Those are two firms that are equally vying to have a billion or more users for their

So what Anthropic is obviously doing is going after the enterprise market, getting customers who are willing to spend potentially big dollars to deploy this internally.

And they see that as a higher profit margin business and one that may not require the extent of build out that we've seen other firms do.

Yeah, and I think a lot of the anxiety this week for opening was Google's ascendant, but I think Anthropic is coming at it from the other angle here, where if they get to the markets first, if they prove that you can build a credible, competitive AI development business without incurring the same amount of debt and bleeding as much money in the next decade,

investors might really gravitate towards that and rethink OpenAI's value here.

So they're kind of being hit on both sides right now, OpenAI.

Yeah, I mean, I think the core backers for Anthropic are certainly Amazon and Google, though recently Nvidia and Microsoft have committed to join the fray.

So on the one hand, it was a pretty distinct investor base from OpenAI, but recently

They're kind of overlapping more.