Ethan Mollick@emollick · XAI 摘要
这个市场如此迅速地洗牌令人瞩目。 Anthropic 和 OpenAI 至少已进入商业起飞阶段：它们拥有模型开发、企业合约、算力协议、政府与媒体关注以及消费者认知。 唯一的潜在竞争者是谷歌（或许还有 Meta）
It is remarkable how quickly this market shook out. Anthropic &； OpenAI are in business take-off， at least： they have the model development， enterprise deals， compute deals， government &； press attention and consumer recognition.
Only potential competition is Google （&； maybe Meta）
Good lord. Half-ish of the cloud backlog at Microsoft, Oracle, Google and Amazon is OpenAI and Anthropic????