Michael Taylor: $82 billion run rate at ANT comes largely at expense of OAI

Michael Taylor: $82 billion run rate at ANT comes largely at expense of OAI
$82 billion run rate at ANT

$82 billion is now the run rate for ANT, much of it coming at the expense of OAI, according to Michael Taylor, co-founder and portfolio manager at Agora Trading.

Taylor previously reported that Anthropic reduced its IPO valuation from $2 trillion to $1.5 trillion, citing shifts in market appetite for AI offerings (link). He has also compared over $800 billion in AI funding commitments for Anthropic and OAI, noting their reliance on IPOs or high-yield debt deals (link). These observations highlight recent developments in funding and valuation among major AI firms.

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