a16z Horowitz：OpenAI 与 Anthropic 威胁几乎所有股票

AI 导读

a16z 联合创始人 Ben Horowitz 在 All-In Podcast 上称，OpenAI 和 Anthropic 的产品是智能，而智能位于每项业务之下，投资者持有的几乎所有股票都面临这两家公司的威胁。Chamath 补充称，AI 领域可投资的标的不多，做多 AI 基本只能投这两家公司，因此它们将获得大部分资金关注。

正文 · 原文

Almost no public company sits outside the path of OpenAI and Anthropic. Their product is intelligence, and intelligence sits under every business.

"Whatever you're holding in the equity markets, whatever you're holding, open AI and anthropic are threats to that. Almost like there's almost nothing that you can hold in a portfolio that those two companies don't threaten."

- Ben Horowitz, co-founder Andreessen Horowitz (a16z)

"there is not much other investable stuff in AI to be long AI other than those two companies and so they'll get the lion share of the of the interest."

- Chamath

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Full video on "All-In Podcast" YouTube channel, (link in comment)