We have AI models to bore. And the problem is that everyone starts looking too close and deciding which one is better not simple. All companies and startups strive to be referents in an absolutely unleashed market. One that as in other technological wars probably ends some winners and enough losers. And there are those who compete with clear disadvantages.
Another colossal investment round. In The Wall Street Journal indicate That Anthropic is about to close a new financing round that would allow him to lift 3.5 billion dollars. That would make the company’s assessment amount to 61.5 billion dollars, and the question is whether the company really has options in such a competitive market.
“This is not a real company”. According to analyst Ed Zitron, Claude has Two million active monthly users in January 2025. It also talks about how according to the WSJ projected revenues for 2025 (based on current contracts) is 1.2 billion dollars, a very modest figure. “They also lost 5.6 billion dollars last year,” Sign it. According to his opinion, Anthropic “is not a real company, they could not survive without the beneficence of risk capital.”
Fierce competition. The truth is that Anthropic is facing exceptional competition in which the large heavyweights of the Tech industry are both in the US and in China. Deepseek surprised all of them with the launch of Deepseek V3 and after Deepseek R1, and that seems to have encouraged investors to bet even more money through all these companies.
OpenAI is still a reference. At least, it is in number of users. According to CNBC They already have 400 million of active users every week, an exceptional figure that clearly puts them at the head of the popularity ranking in this segment. As with Claude, Openai is burning money that he does not have and that they obtain from extraordinary financing rounds, but unlike this, we insist, the popularity of Chatgpt is evident.
And the big ones have what matters now: money. For many users IA is chatgpt, and giants such as Google with Gemini, Microsoft with Copilot or Meta with flame are still far from achieving that acceptance. They have something that Anthropic (or perplexity) does not have: many, many funds – Grok 3, from Xai is another example – and can be maintained in this race even if that is costing them a lot of money. The prize is too fat not to chase him.
There are too many models, some can stay on the road. In all technological wars there have been winners and losers. It is the same as what this battle for AI points, in which there are too many competitors and that it probably ends up causing some of these efforts to not survive. Here Anthropic is one of those at a disadvantage.
The AI winner can be a company still unknown. Openai, Google, Apple or Microsoft may be especially well positioned to win that race, but it does not have to be so. As they recently indicated In axiosnew company can arise, still unknown, that end up doing something differential and what none of the greats had thought. It is not easy, but of course it is not impossible.
Remembering Netscape. In the second half of the 9th Internet began to show their potential, but the great A small company called Netscape He managed to become a reference in the world of browsers. Then it would end up being the great loser of that war, but it was the demonstration that having more money and resources does not always have to have all the options.
And that’s why so much investment in startups. That possibility that the one that wins the race will be an unknown company is precisely the one that makes risk capital companies investing a lot of money in projects that may not get absolutely at all. It has recently occurred with Thinking Machines Labthe Startup of Mira Murati, or with Safe Superintelligencethat of Ilya Sutskever. None of them have a product to show, but still have already received spectacular investments.
And be careful, there is also China. Of course there are formidable rivals that are not in the US. Mistral is a reference in Europe, while In China another particular war is being fought which has made today the models of the AI of Chinese companies are so good (or sometimes, better) than those of the US. The winner of this battle could also come from that country. Or any other, of course.
Image | Saradash Pradhan