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Ansem 🧸💸·2026-05-06 00:51
RT Altimeter Capital (@AltimeterCap)AnthropicAI vs OpenAI? You’re asking the wrong question.We’re watching:• Multiple frontier models winning at once• Enterprise + consumer demand exploding• The entire AI stack compounding in parallelThe real takeaway:AI isn't a single winner. It's an ecosystem boom, and the revenues are showing up to prove it. ...