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PLUS: Jensen Huang's 60 direct reports
Anthropic grew from $1B to $30B in 15 months while OpenAI does 3x yearly. SaaS math is dead.
OpenAI's revenue and compute both grew 3x per year in lockstep. The $500B Stargate bet rides on that ratio holding.
Dario thinks open source will catch Mythos in six to twelve months. The moat might be a puddle.
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