OpenAI/Anthropic’s combined valuation of roughly $1.8 trillion assumes they will continue owning the most valuable intelligence. open weight models will become equally capable, their proprietary weights lose scarcity, API prices collapse, and their valuations plummet. People will start cycling out.
9/10OpenAI and Anthropic are collectively valued at about $1.8 trillion, but there are concerns that the scarcity and value of proprietary model weights may decline as open models improve, potentially reducing company valuations. This could lead to shifts in AI infrastructure providers, with companies like Fireworks AI gaining importance.
