SemiAnalysis has calculated how big that gap really is. After testing subscription tiers from both OpenAI and Anthropic – running long-horizon coding and agentic tasks until weekly...
There is no way, absolutely NO WAY to recuperate the amount of cash burnt on those two companies, and that is not even counting the amount of AI Startup whose cash is currently flowing towards to those two.
How about bailouts? GPT integration with Visa? IPOs sucked into funds? There’s a lot of money they can and will try to vacuum, don’t you worry about that. And banks will do their damnest best to help with all of that - just look at SpaceX.
There is no way, absolutely NO WAY to recuperate the amount of cash burnt on those two companies, and that is not even counting the amount of AI Startup whose cash is currently flowing towards to those two.
How about bailouts? GPT integration with Visa? IPOs sucked into funds? There’s a lot of money they can and will try to vacuum, don’t you worry about that. And banks will do their damnest best to help with all of that - just look at SpaceX.
At least they failed at getting into index funds for now.