Notably, this argument also predicts Anthropic will have a strong lead over their competitors by EOY 2027 ($1 trillion in revenue vs a projected $250 billion for OpenAI, see here) and a decisive lead by EOY 2028 ($10 trillion for Anthropic vs $800 billion for OpenAI).
It also predicts that there would be huge economic returns to OpenAI selling their compute to Anthropic if this revenue growth happened while the compute growth trend of the respective companies matched projections.
Notably, this argument also predicts Anthropic will have a strong lead over their competitors by EOY 2027 ($1 trillion in revenue vs a projected $250 billion for OpenAI, see here) and a decisive lead by EOY 2028 ($10 trillion for Anthropic vs $800 billion for OpenAI).
It also predicts that there would be huge economic returns to OpenAI selling their compute to Anthropic if this revenue growth happened while the compute growth trend of the respective companies matched projections.