@rohanpaul_ai: "OpenAI and Anthropic are pretty different animals from a capital efficiency perspective. And Anthropic clearly has a d…
Summary
A tweet highlights an interview where hedge fund manager Gavin Baker compares OpenAI and Anthropic on capital efficiency, noting Anthropic has much lower cost per token and burned significantly less capital.
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Cached at: 07/07/26, 07:25 AM
“OpenAI and Anthropic are pretty different animals from a capital efficiency perspective.
And Anthropic clearly has a dramatically lower cost per token than OpenAI.
They burned maybe 80% less than OpenAI. So as businesses, they clearly have very different structural ROICs.“
- A solid, insightful interview featuring Gavin Baker (@GavinSBaker), U.S. hedge fund manager and Chief Investment Officer of Atreides Management.
From “Invest Like The Best” (@InvestLikeBest) YouTube channel, (link in comment)
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