Investors Ben Horowitz and Chamath Palihapitiya highlighted the potential dominance of OpenAI and Anthropic in the artificial intelligence sector, suggesting their impact could threaten the value of most public companies. OpenAI is valued at $852 billion and Anthropic at $965 billion, for a combined valuation of $1.8 trillion. These two companies are perceived as forming a duopoly controlling a major portion of the AI model and infrastructure market. Markets will closely watch for upcoming funding rounds, strategic partnerships, and potential IPO plans from these companies.
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