I made a bet with a guy on HN that the market value of OpenAI + Anthropic would get to at least 2.5T by 2027. I think I'm on track to winning.

I also made a bet that API inference margins are greater than 10% for OpenAI and Anthropic

I can make another prediction about Agentic Commerce and I think it will get big. Muse + Grok Bot + Dots.

ngruhn 8 hours ago | parent | next [-]

I love it! Kinda wholesome how that heated discussion ended with that bet.

mrweasel 8 hours ago | parent | prev | next [-]

You're very lucky that market value and actual value isn't the same thing.

	▲	jryle70 2 hours ago \| parent [-]
		Not the same thing because there is no "actual value". You should claim that invention.

kridsdale1 8 hours ago | parent | prev | next [-]

But there is no market value pre ipo

mcphage 8 hours ago | parent | prev [-]

> API inference margins are greater than 10% for OpenAI and Anthropic

How do you measure that?

With Amodei's special accounting ofc

	▲	jryle70 2 hours ago \| parent [-]
		Which is?