Jamin Ball says OpenAI and Anthropic are pursuing the next trillion-dollar opportunity rather than an incremental $10 billion in market capitalization.

“They're not chasing the incremental $10 billion market cap. They're chasing the next trillion. And so the reality is, is for a startup or a neo lab, great, you could go build a, build a company, build a product, build a model where you exit for $10 billion and it's a home run, grand slam.”