Almost no public company sits outside the path of OpenAI and Anthropic. Their product is intelligence, and intelligence sits under every business.
"Whatever you're holding in the equity markets, whatever you're holding, open AI and anthropic are threats to that. Almost like there's almost nothing that you can hold in a portfolio that those two companies don't threaten."
- Ben Horowitz, co-founder Andreessen Horowitz (a16z)
"there is not much other investable stuff in AI to be long AI other than those two companies and so they'll get the lion share of the of the interest."
- Chamath
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Full video on "All-In Podcast" YouTube channel, (link in comment)