The New Rule for Picking AI Winners | The a16z Show
Anthropic and OpenAI are adding more monthly revenue than Meta, Google, or Microsoft.
“Anthropic and OpenAI are adding more revenue per month than Meta, Google, or Microsoft.”
a16z argues the AI market is not in a bubble, citing that Anthropic and OpenAI are now adding more monthly revenue than the major hyperscalers while real-economy diffusion remains under 5%. With top 1% exit valuations jumping from $10B to $32B in 24 months, the firm sees enterprise outcomes becoming extraordinary as adoption scales beyond coding into other functions.