Can you go into a bit more detail about what exactly it is that you are predicting? This is interesting, and definitely cuts against the grain that the rest of these comments are going with.

A lot depends on whether the z.ai CEO, who just released the first freely-available Opus-class model weights, is blowing smoke when he claims he's less than a year away from achieving Fable-level performance.

If he walks the talk, I really do not understand how either OpenAI or Anthropic is going to justify the twelve-digit valuations they are hoping for. They will just be some people who bought a domain name and rented some GPUs.

Seems like what Shazeer did with Character AI. He started it and then Google licensed to bring him and some of the team back after some time.

Not a bad playbook. If you’re important to the company, leave and start your own company. Then play the M&A game and you can clean up nicely.