OpenAI/Anthropic doom rhetoric meets Wall Street upgrades — is their pricing premium still justified?
AlexTensor · x · 2026-09-19
- A snarky industry take: Anthropic says "our AI will destroy the world," OpenAI replies "not if we beat you to it," while Wall Street upgrades both from junk to investment grade — "pensions need exposure to the apocalypse."
- The author then asks a serious question: if open models are closing the frontier gap this fast, what's the real justification left for the OpenAI/Anthropic pricing premium?
Related event: AI labs warn of doom while Wall Street upgrades their credit(4 posts)→
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