AI's future shouldn't hinge on two companies.
But right now it does.
70% of AI revenue and 25-35% of cloud revenue for the four biggest tech companies ride on the same bet on Anthropic and OpenAI.
But as models multiply and open-source competition accelerates, that bet is looking riskier by the day.
What the market needs now is compute that's flexible, open, and globally distributed, not concentrated.
That's exactly what @ionet is building.
https://qz.com/steve-eisman-ai-boom-openai-anthropic-warning-081326
But right now it does.
70% of AI revenue and 25-35% of cloud revenue for the four biggest tech companies ride on the same bet on Anthropic and OpenAI.
But as models multiply and open-source competition accelerates, that bet is looking riskier by the day.
What the market needs now is compute that's flexible, open, and globally distributed, not concentrated.
That's exactly what @ionet is building.
https://qz.com/steve-eisman-ai-boom-openai-anthropic-warning-081326