The issue is investors want discipline.

They want to see the CEO communicate a path to profitability. Anthropic has - purely by focusing.

OAI in contrast is all over the place and they haven’t shown they’ve learned.

Zuckerberg got punished for his metaverse nonsense and investors were correct to be skeptical and reflect that in the stock price. Altman thinks he’s a god and the rules don’t apply to him. More fool him.