Dario Amadei

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.

Obviously, Microsoft's a key backer of OpenAI.

Nvidia seems to be in both.

And Google and Amazon have struck some deals with OpenAI infrastructure.

So the caveat for everything Dario says is they're sharing investors.

They're sharing partners.

They're also spending a lot of money here.

But they're trying to position themselves as the more measured and cautious compared to OpenAI in this regard.