Trader bets frontier labs are pivoting to automated research, with stock picks to match
menhguin · x · 2026-09-24
- A trader on X argues frontier labs (OpenAI, Anthropic) may soon pivot to automated research labs, because frontier models are too expensive for most use cases but deliver highly positive ROI for autonomous research.
- He's acting on the theory: betting Anthropic is going bio (long $TWST, $RXRX, $IBRX) and OpenAI is going robotics/hardware/CAD.
- Unverified personal speculation, but a notable data point in the "models are too pricey, only research pays" debate.
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