Pure AI companies like OpenAI and Anthropic are like race cars which automatically catch on fire and explode the moment they fall too far behind.
Meanwhile AI companies like Google DeepMind and Meta AI are race cars which can lose the lead and still catch up later. They can maintain the large expenditures needed for AI training, without needing to generate revenue nor impress investors. DeepSeek and xAI might be in between.
(Then again, OpenAI is half owned by Microsoft. If it falls too far behind it might not go out of business but get folded into Microsoft, at a lower valuation. I still think they feel much more short term pressure.)
Pure AI companies like OpenAI and Anthropic are like race cars which automatically catch on fire and explode the moment they fall too far behind.
Meanwhile AI companies like Google DeepMind and Meta AI are race cars which can lose the lead and still catch up later. They can maintain the large expenditures needed for AI training, without needing to generate revenue nor impress investors. DeepSeek and xAI might be in between.
(Then again, OpenAI is half owned by Microsoft. If it falls too far behind it might not go out of business but get folded into Microsoft, at a lower valuation. I still think they feel much more short term pressure.)