Krieger's departure and any forthcoming design tools will be another data point for investors who fear the SaaSpocalypse β that the largest AI labs will come to dominate software businesses, a thesis that has rocked public markets at times this year.
One investor who has backed both companies told the FT that justifying OpenAI's recent round required assuming an IPO valuation of $1.2 trillion or more β making Anthropic's current $380 billion valuation look like the relative bargain.
In an interview at the Semafor World Economy summit this week, Anthropic co-founder Jack Clark explained why the company was still engaged with the U.S. government while simultaneously suing them.
Anthropic said this week that it limited the release of its newest model, dubbed Mythos, because it is too capable of finding security exploits in software relied upon by users around the world. Are real cybersecurity concerns a cover for a bigger problem at the frontier lab?
Glen Anderson, president of Rainmaker Securities, says the secondary market for private shares has never been more active β with Anthropic the hottest trade around, OpenAI losing ground, and SpaceX's looming IPO poised to reshape the landscape for everyone.
Anthropic finds AI isnβt replacing jobs yet, but early data shows growing inequality as experienced users gain an edge, raising concerns about future displacement and workforce divides.