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Why did I bet against Anthropic and it turned out to be a surprise? Because the capital market loves "plot twists."
What is the most classic story in the capital market?
It's not the first place continuing to win.
But the second place suddenly making a comeback.
Google was not the first search engine;
Facebook was not the first social media site.
Anthropic now is very much like this "latecomer" player.
It is quiet, stable, and technically strong.
Most importantly: it is not as high-profile as OpenAI.
And sometimes the capital market especially likes this kind of "low expectations, high surprise."
So I won't underestimate Anthropic.
It might suddenly go public, and then its valuation could explode through the ceiling.
#Polymarket每日热点