Wow，你真这样看？我们投了OpenAI, 但没有参加上轮Anthropic, 3x 回报没了：（

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• 是的，不知你们有没有深度分析一下Dario Amodie, 再比较一下 -晓炎- ♀ (191 bytes) () 08/29/2025 postreply 16:45:25

• 主要是觉得Anthropics的产品的GTM有点保守，以后是被acquire的结局 -三心三意- ♂ (0 bytes) () 08/29/2025 postreply 16:50:38

• Anthropic’s much bigger enterprise markets than OpenAI -晓炎- ♀ (42 bytes) () 08/29/2025 postreply 17:06:42

• That'a what I mean, only enterprise, and mainly coding -三心三意- ♂ (0 bytes) () 08/29/2025 postreply 17:08:39

• Compare 2025 Q1 growth of these two, it will -晓炎- ♀ (161 bytes) () 08/29/2025 postreply 17:13:59

• A different way of thinking is.... -三心三意- ♂ (182 bytes) () 08/29/2025 postreply 17:26:21

• For $250k OpenAI 5x is not bad at all, I’m just -晓炎- ♀ (87 bytes) () 08/29/2025 postreply 17:35:26

• 她的coding是不是很不错？ -aloevera- ♀ (0 bytes) () 08/29/2025 postreply 17:12:53

• Anthropic has very hardcore SWEs, though they are very -晓炎- ♀ (72 bytes) () 08/29/2025 postreply 17:17:06

• This is actually good, I like low key, a good sign. -aloevera- ♀ (0 bytes) () 08/29/2025 postreply 17:23:15

• 还有一个很原始的做法—- 去采访一下刚毕业和 -晓炎- ♀ (111 bytes) () 08/29/2025 postreply 16:49:03

• 我知道你指的是什么。。。。我小孩也是推荐Anthropics -三心三意- ♂ (0 bytes) () 08/29/2025 postreply 16:51:54

• A lower employee turnover is a very important factor for -晓炎- ♀ (34 bytes) () 08/29/2025 postreply 17:04:39

• Openai现在是5000亿的估值 -BrightLine- ♂ (0 bytes) () 08/29/2025 postreply 17:15:07

• It will be 1T on the day when it goes to IPO -三心三意- ♂ (0 bytes) () 08/29/2025 postreply 17:27:09

• 肯定的，到时候我恐怕要卖股票了，那就是2000年，哈哈 -BrightLine- ♂ (0 bytes) () 08/29/2025 postreply 17:45:41