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ETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debate
The brief
- OpenAI and Anthropic reportedly command valuations of roughly 30–38 times sales, versus around 3.7 times for the comparison
- Sam Altman and Dario Amodei warn AI could threaten humanity, propose improved safeguards
- Anthropic introduces system for AI agents to control lab equipment and run experiments
- OpenAI to preview cybersecurity-focused GPT-6 model within days
- White House seeks review of OpenAI and Anthropic models before UK testing
- Anthropic unveils a previously unknown enzyme system from its molecular biology lab