willcb: IPOs are months away and regulation only benefits OpenAI and Anthropic
willcb · x · 2026-09-13
- willcb argues the IPOs are months, not years away, and none of the regulatory push affects anyone but OpenAI and Anthropic (maybe Google/Meta/xAI once they catch up)
- Microsoft, Apple, and Nvidia are plenty powerful and ensuring sovereign/local/open model ecosystems thrive
- Nobody wants OpenAI and Anthropic to run away with it except themselves; he says the other side has no concrete argument beyond "of course it must benefit them"
- TheAhmadOsman counters that Anthropic, OpenAI, and Google can withstand pressure for years while smaller labs shut down, then lobby via money and save their IPOs — "it is designed like this intentionally"
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