Steve Brown

Yeah.

You know, some of it is that there's just not the capital investment infrastructure there to put money into startups in the UK like there is in North America.

It's three companies I'm keeping my eye on.

So SpaceX, of course, I can tell you why I think that's an interesting bet.

OpenAI and Anthropic.

Anthropic is the other one to watch.

They're already valued at $900 billion, so they're grazing that trillion dollar valuation.

I think if and when they go public, which is likely in 2027, they will easily become a trillion and then multi-trillion dollar company.

Open AI, probably the same.

They're floundering a bit lately, but hopefully they'll right the ship.

Some of it is they didn't focus in the right place to begin with.

And this has been broadly talked about, but Anthropic really focused on code generation and enterprise.

So serving the needs of businesses when ChatGPT was really a consumer grade product.

Focusing on making images and then they had that little dalliance with Sora making videos for people and trying to get into this.

There's a few things they've done that just weren't the right thing.

Hopefully, they're right in that ship and really refocusing on enterprise.

Their revenue is actually higher than Anthropix this month.

They're on their way back.

Let's switch to SpaceX.

We're getting to the point where there's a lot of nimbyism when it comes to data centers.