The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a $500B+ premium, the real opportunity is buying the…
— 5to9_M.J. (@5to9_MJ) February 14, 2026
$1T valuation + no clear path to profitability = speculation, not investment.
Early Amazon had profitable retail.
Early Google had profitable search ads.
These AI companies burn billions with uncertain moats.
Different equation entirely.
— toni (@tonitrades_) February 14, 2026
AI is still mostly just a really good and fast Google search
— IncomeSharks (@IncomeSharks) February 14, 2026