Rohan Paul(@rohanpaul_ai):"OpenAI and Anthropic are pretty different animals from a capital efficiency perspective. And Anthropic clearly has a dramatically lower cost per token than OpenAI. They burned maybe 80% less than OpenAI. So as businesses, they clearly have very different structural ROICs." - A solid, insightful interview featuring Gavin Baker (@GavinSBaker ), U.S. hedge fund manager and Chief Investment Officer of Atreides Management. ---- From "Invest Like The Best" (@patrick_oshag ) YouTube channel, (link in comment)

Rohan Paul

@rohanpaul_ai

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Rohan Paul@rohanpaul_ai

2026.08.07 00:34

"OpenAI and Anthropic are pretty different animals from a capital efficiency perspective. And Anthropic clearly has a dramatically lower cost per token than OpenAI. They burned maybe 80% less than OpenAI. So as businesses, they clearly have very different structural ROICs." - A solid, insightful interview featuring Gavin Baker (@GavinSBaker ), U.S. hedge fund manager and Chief Investment Officer of Atreides Management. ---- From "Invest Like The Best" (@patrick_oshag ) YouTube channel, (link in comment)