Chubby♨️@kimmonismus · 6月13日56The next big beneficiary is, of course, OpenAI for two reasons.
1) IPO: OpenAI is concerned that Anthropic would preempt its IPO, resulting in a better valuation. And this was recently a likely scenario. This would have created the image of a second-rate competitor. Now, the question is, how will the ban affect Anthropic's valuation and its upcoming IPO? Who wants to invest in a company that has become persona non grata with US authorities (due to supply chain risk) and may not even be allowed to distribute its best models to enterprises, let alone globally? This will certainly put a significant downward pressure on the valuation.
2) OpenAI has the opportunity to learn from this, to proactively engage in discussions with US authorities to avoid such a disaster in advance, to determine how its model needs to be structured, to obtain the authorities' approval beforehand, and thus essentially use the time to develop a model and secure the necessary authorization to distribute it. OpenAI can learn from this situation and presumably has a better relationship with the US government than Anthropic.
Therefore, it was a comparatively successful day for OpenAI. Its biggest competitor suffered a major setback.
译Anthropic最大投资者Amazon据称破解Claude并向美国政府告密,导致Anthropic被美国当局视为供应链风险,可能失去企业分发许可,其估值和IPO面临下行压力。OpenAI成为主要受益者:一方面消除了Anthropic抢先IPO的威胁,另一方面有机会主动与美国当局沟通,提前获得模型审批,从而在竞速中占据优势。