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AI will settle the way cloud did — three or four players, kept few by the cost of entry rather than by network effects.
Drawn from what Dario Amodei said
A private bookmark. Not a position, and never counted.
What Dario Amodei actually said
Word for word, with the source under each one. They did not write this page.
Co-founder and CEO of Anthropic
The way you get industries in which there are small number of players are very high costs of entry, right? Um so, you know, uh cloud is like this. I think cloud is a good example of this. You have three, maybe four players within cloud. I think I think that's the same for AI, three maybe four.
Where this was said
Watch from 1:13:35 plays here↗Dario Amodei — “We are near the end of the exponential”youtube.com
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