Xiaoyin Qu
@quxiaoyin
Founder of @agentsky_dev, angel investor. Previously, exited founder(Run The World, a16z backed), Stanford dropout, ex-Meta
가입 September 2011
4.5K 팔로잉 중 38K 팬
absolutely true. But from this angle, they should have similar valuation multiple as together, Nebius, or Coreweave, which is unsexy. So they don’t want you to think in that way.
OpenAI and Anthropic’s real moat is the massive amount of compute they’ve secured.
