So all it takes is Anthropic 35x-ing their revenue once they start selling ad spots? That sounds pretty reasonable to me.

Right now nobody wants to be the first to offer advertising in LLM services, but LLM conversation history provides a wealth of data for ad targeting. And in more permissive jurisdictions you can have the LLM deliver ads organically in the conversation or just shift the opinions and biases of the model through a short mention in the system message

No, all it takes is Anthropic 35x-ing their revenue while Alphabet revenue somehow stays the same despite Alphabet already having a product perfectly competitive with Anthropic and which can use the same revenue growth strategy.

As I said, insane. And that’s not even considering the 10 to 15% shares of Anthropic actually owned by Alphabet.

__350x-ing__, not 35