Comment by JumpCrisscross
11 days ago
> but the market views these two companies very differently at the moment. Anthropic is seen as having momentum. Open AI is seen as having likely peaked
What are you basing this on? Both are currently doing rounds/tenders that are placing without problems.
The media treats these two differently, as do financial influencers. But I'd be careful about conflating either of them with the market.
> But I'd be careful about conflating either of them with the market.
The finance market and the market for these products are two different things. Anthropic has definitely been stealing market share to OpenAI in the past few month on many segments (be it enterprise or even consumers).
it's not just media. or rather media is reporting based on fund interests.
> media is reporting based on fund interests
Can you give an example that shows funds actually souring on OpenAI? (Like, not less enthusiastic than before. Actually souring. Selling.)