Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
参加 April 2017
688 フォロー中 91.6K ファン
Letting Dario step down is the real catalyst
If he stays into the IPO, at least put that 10–25% civilizational collapse line in the IPO risk disclosure😂
Yipit's data shows lame Anth's ARR at $70B vs. $65B last month, with MoM growth down from $8B to $5B. Meanwhile, OAI is accelerating at $43B ARR and $5B MoM. This doesn't even count the fast adoption of astra as it launched after.
OAI's talent profile and AI capex moat will help them retake the throne of enterprise market and surpass Anth ARR pretty soon.
My guess is Mr. Dario will be forced to resign as CEO before the IPO and take the chairman of board as a mascot.
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