Michelle Hussein
👤 PersonAppearances Over Time
Podcast Appearances
I think I've done enough.
You certainly ask interesting questions.
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I'm Michelle Hussein.
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That's so cute.
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Hello and welcome.
This is The Michelle Hussein Show.
I'm Michelle Hussein.
Well, so the way I look at it is everyone is looking to diversify.
So in the case of NVIDIA, they want a long tail of cloud players for their chips.
In the case of Microsoft, they want to go beyond OpenAI and diversify into different LLMs.
And because there are so few frontier LLM providers,
Anthropic is the obvious choice.
You can't really invest in Google or Meta's LLMs.
From that perspective, it makes sense that they are looking for diversification.