Tyler Crowe
👤 PersonAppearances Over Time
Podcast Appearances
Anthropic is perhaps getting to it early enough before there's enough doubt or skepticism when it comes to AI spending that perhaps these valuations start to wane before it's time to go public.
Now, I'm not the most up-to-date, most advanced large language models in some of the things that these AI companies are doing, but it does seem, based on other media outlet
reports and tech reviews and things like that, it appears that Google's Gemini 3 is getting rave reviews.
So good that there was even a recent Wall Street Journal article that came out talking about a memo at OpenAI declaring a code red to basically improve chat GPT over some of the other
and kind of delaying a lot of the side projects that they were working on outside of chat at GPT.
It's kind of like a, hey, we've got to get this right, because the competition's coming fast.
Thinking about that idea of this space is becoming more competitive.
We're talking about an anthropic IPO and Google Gemini and all of that.
With it about to be IPO, we're assuming OpenAI is going to do an IPO because they've been flirting with it for a while.
Maybe Elon Musk's XAI goes public.
I doubt that one.
We have publicly traded Alphabet today with a lot of large language models and the lay of the land here today.
Guys, of these artificial intelligence companies, which one as an investment interests you the most?
Coming up next, we're going to talk about the evolution of the buy now, pay later landscape.
We are by no means a breaking news sort of podcast.
But I think there was a press release from Klarna that actually came out this morning.
So it's probably the closest we've ever come to breaking news on the Motley Fool Monday podcast.
But we thought this would be a great jumping off point to discuss the buy now, pay later landscape, because it was something that came out and was very topical and really relates to how this industry has been evolving.
A couple of months ago, buy now, pay later company Klarna rolled out a membership program in Europe, talking about membership tiers and various perks that you could get to it.
This morning, the company announced it was bringing more or less the exact same structure of those membership tiers to the United States.