Gary Marcus直言OpenAI市值可能缩水七成，微软已经在找替代品，反映了AI行业格局变化。
OpenAI市场份额已降至50%以下，微软公开寻求更便宜的替代方案。Gary Marcus指出OpenAI资金紧张且烧钱严重，认为投资者更倾向于Anthropic而非OpenAI。他预测OpenAI将以约30%的估值被微软或亚马逊收购。
and now OpenAI’s market share is down below 50% and *Microsoft* is publicly looking for cheaper alte...
and now OpenAI’s market share is down below 50% and *Microsoft* is publicly looking for cheaper alternatives. Gary Marcus @GaryMarcus OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in the world. No rational person would sell their Bitcoin or Nvidia stock or whatever to buy OpenAI rather than Anthropic. And nobody is going to acquire OpenAI for a trillion dollars. Instead, my guess is that they get absorbed by Microsoft or Amazon, at something like 30 cents on the dollar. 🔗 View Quoted Tweet 💬 2 🔄 8 ❤️ 37 👀 2950 📊 6 ⚡