There is no world in which you don’t buy the next iPhone because Siri isn’t as good as another AI app. OpenAI losing partnerships with both Microsoft and now Apple is bad for them - not Apple. And gives Anthropic a huge leg up. More public companies have Anthropic stake than OpenAI stake (which is more private capital) So what is and for OpenAI but good for Anthropic is good for the market.

*Walter Bloomberg
@DeItaone
$AAPL - APPLE–OPENAI PARTNERSHIP UNDER STRAIN, LEGAL CLASH POSSIBLE Apple Inc. and OpenAI are seeing growing friction in their partnership, with reports suggesting potential legal action may be prepared by OpenAI. The dispute comes as the ChatGPT integration into Apple’s
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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