Comment by aurareturn
8 days ago
The entire global software industry is worth less than $1 trillion dollars. Or in other words smaller than the current valuation of just OpenAI + Anthropic.
Apple, Microsoft, Google are all worth 3-4x the global software industry just for some context.
Is Microsoft 3x more important than OpenAI and Anthropic combined? Personally no. I think the value generated by OpenAI and Anthropic will surpass Microsoft.
Going off what I could find easily from Google + ChatGPT [1]:
But arguing about the details is kind of missing the point. Microsoft's value is also inflated by the AI bubble and can't be used as a point of reference.
[1] https://www.grandviewresearch.com/industry-analysis/software...
I don't think MS value has been inflated by AI, if anything it's value has decreased from it's AI investments. MS has mostly been on it's same growth path for the last decade.
I think you haven’t been paying attention to the market then over the last couple years. Despite getting hammered recently, it is still up 100% from 2023 lows.
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