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Comment by candiddevmike

10 days ago

Why is their valuation so much more than Anthropics? It's even bigger than Salesforce, SAP, and Cisco.

They have a lot more users than Anthropic, I believe. Less technical / mainstream users often don’t know about Claude.

> It's even bigger than Salesforce, SAP, and Cisco

That's pretty incredible to think about. I recently visited SF for the first time and saw the Salesforce tower. To think that OpenAI now has a higher valuation than that is crazy to think about.

  • Salesforce pays to have their logo on top of the tower, much like stadium naming rights. They don't own the building. Very far from it. They lease like 12 floors total (and not even the higher ones).

    • the very top floor is their "Ohana floor" with a cafe and viewing area but yeah most of their actual office space is much lower

"ChatGPT" is now a brand, known by billions of people worldwide and it is at the equivalent level of "Google".

The name alone is worth at least $100B+.