a16z 联合创始人 Ben Horowitz 在 All-In Podcast 中称，OpenAI 和 Anthropic 的产品是智能，而智能处于每项业务之下，因此投资组合里几乎找不到这两家公司不构成威胁的标的。Chamath 补充说，AI 领域除这两家公司外可投资的标的并不多，它们将获得绝大部分关注。
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)
来源：Rohan Paul · x.com